HBW
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Hazlett, Burt & Watson’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4K Buy
162
+1
+0.6% +$25 ﹤0.01% 800
2025
Q4 		$4K Buy
161
+2
+1% +$49 ﹤0.01% 807
2025
Q3 		$4K Buy
+159
New +$3.89K ﹤0.01% 757

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.62% in Q1 2026, buying an estimated $25 and bringing the position to 162 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Hazlett, Burt & Watson first reported a position in IBTO in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Hazlett, Burt & Watson held 162 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson bought 1 iShares iBonds Dec 2033 Term Treasury ETF share in Q1 2026, an estimated $25.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #800 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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