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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 214 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.
214 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.