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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
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

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hazlett, Burt & Watson's IBDY Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.3% in Q1 2026, buying an estimated $52 and bringing the position to 154 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Hazlett, Burt & Watson first reported a position in IBDY in Q3 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Hazlett, Burt & Watson held 154 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson bought 2 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $52.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #796 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.