HBW
IBHJ icon

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
Q2 		– Sell
-681
Closed -$18K – 932
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 $1.85B AUM 20.23% 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 $5B AUM 26.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026, closing a stake of 681 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBHJ in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 681 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $18K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $18K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held iShares iBonds 2030 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.