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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.51% in Q1 2026, buying an estimated $89 and bringing the position to 796 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #609.

Hazlett, Burt & Watson first reported a position in IBTI in Q3 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Hazlett, Burt & Watson held 796 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $18K as of Q1 2026.
  • Hazlett, Burt & Watson bought 4 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $89.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #609 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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