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Hazlett, Burt & Watson’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-760
Closed -$18K – 930
2026
Q1 		$18K Buy
760
+8
+1% +$189 0.01% 605
2025
Q4 		$18K Buy
752
+15
+2% +$355 0.01% 616
2025
Q3 		$18K Buy
+737
New +$17.5K 0.01% 585

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026, closing a stake of 760 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBHH in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 760 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $18K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $18K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 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.