HBW
IBHK

Hazlett, Burt & Watson’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-157
Closed -$4K – 961
2026
Q1 		$4K Buy
157
+2
+1% +$52 ﹤0.01% 811
2025
Q4 		$4K Buy
155
+3
+2% +$78 ﹤0.01% 819
2025
Q3 		$4K Buy
+152
New +$3.93K ﹤0.01% 767

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026, closing a stake of 157 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBHK in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 9 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds 2031 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 157 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $4K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held iShares iBonds 2031 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.