HBW
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Hazlett, Burt & Watson’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4K Buy
175
+2
+1% +$46 ﹤0.01% 797
2025
Q4 		$4K Buy
173
+4
+2% +$93 ﹤0.01% 804
2025
Q3 		$4K Buy
+169
New +$3.93K ﹤0.01% 754

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.2% in Q1 2026, buying an estimated $46 and bringing the position to 175 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Hazlett, Burt & Watson first reported a position in IBHF in Q3 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Hazlett, Burt & Watson held 175 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson bought 2 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $46.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #797 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

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