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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
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 $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.58% in Q1 2026, buying an estimated $23 and bringing the position to 173 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Hazlett, Burt & Watson first reported a position in IBTM in Q3 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Hazlett, Burt & Watson held 173 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson bought 1 iShares iBonds Dec 2032 Term Treasury ETF share in Q1 2026, an estimated $23.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #801 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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