Hazlett, Burt & Watson’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-796	Closed	-$18K	–	935
2026 Q1	$18K	Buy	796 +4	+0.5%	+$89	0.01%	609
2025 Q4	$18K	Buy	792 +10	+1%	+$224	0.01%	620
2025 Q3	$18K	Buy	+782	New	+$17.5K	0.01%	589

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 796 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBTI in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 796 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $18K.
Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
Hazlett, Burt & Watson's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $18K in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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