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Hazlett, Burt & Watson’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-173
Closed -$4K – 940
2026
Q1 		$4K Buy
173
+1
+0.6% +$23 ﹤0.01% 801
2025
Q4 		$4K Buy
172
+2
+1% +$46 ﹤0.01% 808
2025
Q3 		$4K Buy
+170
New +$3.91K ﹤0.01% 758

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 173 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBTM in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 173 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $4K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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