Hazlett, Burt & Watson’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-175	Closed	-$4K	–	933
2026 Q1	$4K	Buy	175 +1	+0.6%	+$23	﹤0.01%	798
2025 Q4	$4K	Buy	174 +2	+1%	+$46	﹤0.01%	805
2025 Q3	$4K	Buy	+172	New	+$3.94K	﹤0.01%	755

Other funds holding IBTG

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 175 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBTG in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 320 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 175 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $4K.
Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
Hazlett, Burt & Watson's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4K in Q1 2026.
320 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.