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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
Q2 		– Sell
-195
Closed -$4K – 938
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 $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026, closing a stake of 195 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBTL in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 195 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $4K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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