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Hazlett, Burt & Watson’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4K Buy
195
+2
+1% +$41 ﹤0.01% 799
2025
Q4 		$4K Buy
193
+2
+1% +$41 ﹤0.01% 806
2025
Q3 		$4K Buy
+191
New +$3.91K ﹤0.01% 756

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1% in Q1 2026, buying an estimated $41 and bringing the position to 195 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Hazlett, Burt & Watson first reported a position in IBTL in Q3 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Hazlett, Burt & Watson held 195 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson bought 2 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $41.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #799 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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