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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 314 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.
  • 314 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.