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
Q2 		– Sell
-162
Closed -$4K – 939
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 $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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 $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026, closing a stake of 162 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBTO in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 162 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $4K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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