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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.57% in Q1 2026, buying an estimated $23 and bringing the position to 175 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Hazlett, Burt & Watson first reported a position in IBTG in Q3 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Hazlett, Burt & Watson held 175 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson bought 1 iShares iBonds Dec 2026 Term Treasury ETF share in Q1 2026, an estimated $23.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #798 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.