Hazlett, Burt & Watson
IBTJ icon

Hazlett, Burt & Watson’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-812
Closed -$18K – 936
2026
Q1 		$18K Buy
812
+4
+0.5% +$88 0.01% 610
2025
Q4 		$18K Buy
808
+10
+1% +$220 0.01% 621
2025
Q3 		$18K Buy
+798
New +$17.5K 0.01% 590

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 812 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBTJ in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 217 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 812 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $18K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $18K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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