Hazlett, Burt & Watson
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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

LBMC Investment Advisors
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Western Trust Bank
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WrapManager Inc
WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
BPI
BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 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. 35 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.
  • 35 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.