Hazlett, Burt & Watson’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-801	Closed	-$18K	–	929
2026 Q1	$18K	Buy	801 +6	+0.8%	+$133	0.01%	604
2025 Q4	$18K	Buy	795 +17	+2%	+$380	0.01%	615
2025 Q3	$18K	Buy	+778	New	+$17.5K	0.01%	584

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026, closing a stake of 801 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBHG in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Hazlett, Burt & Watson reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 801 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $18K.
Hazlett, Burt & Watson first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
Hazlett, Burt & Watson's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $18K in Q1 2026.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 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.