HBW
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Hazlett, Burt & Watson’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18K Buy
681
+8
+1% +$212 0.01% 607
2025
Q4 		$18K Buy
673
+14
+2% +$372 0.01% 618
2025
Q3 		$18K Buy
+659
New +$17.5K 0.01% 587

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 1.2% in Q1 2026, buying an estimated $212 and bringing the position to 681 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #607.

Hazlett, Burt & Watson first reported a position in IBHJ in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Hazlett, Burt & Watson held 681 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $18K as of Q1 2026.
  • Hazlett, Burt & Watson bought 8 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $212.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #607 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 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.