HBW
IBHF icon

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
Q2 		– Sell
-175
Closed -$4K – 928
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 175 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBHF in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 175 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $4K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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