Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-154
Closed -$4K – 927
2026
Q1 		$4K Buy
154
+2
+1% +$52 ﹤0.01% 796
2025
Q4 		$4K Buy
152
+2
+1% +$52 ﹤0.01% 803
2025
Q3 		$4K Buy
+150
New +$3.89K ﹤0.01% 753

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hazlett, Burt & Watson's IBDY Position: Q2 2026 in Review

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 154 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBDY in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 170 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 154 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $4K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.