Hazlett, Burt & Watson’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-791	Closed	-$18K	–	934
2026 Q1	$18K	Buy	791 +4	+0.5%	+$90	0.01%	608
2025 Q4	$18K	Buy	787 +10	+1%	+$225	0.01%	619
2025 Q3	$18K	Buy	+777	New	+$17.4K	0.01%	588

Other funds holding IBTH

HPC

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 791 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBTH in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 791 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $18K.
Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
Hazlett, Burt & Watson's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $18K in Q1 2026.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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