HBW
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Hazlett, Burt & Watson’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18K Buy
765
+9
+1% +$212 0.01% 606
2025
Q4 		$18K Buy
756
+17
+2% +$402 0.01% 617
2025
Q3 		$18K Buy
+739
New +$17.5K 0.01% 586

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 1.2% in Q1 2026, buying an estimated $212 and bringing the position to 765 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #606.

Hazlett, Burt & Watson first reported a position in IBHI in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Hazlett, Burt & Watson held 765 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $18K as of Q1 2026.
  • Hazlett, Burt & Watson bought 9 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $212.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #606 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares iBonds 2029 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.