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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
Q2 		– Sell
-765
Closed -$18K – 931
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 $1.85B 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026, closing a stake of 765 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBHI in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 765 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $18K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $18K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 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.