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Hazlett, Burt & Watson’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hazlett, Burt & Watson’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3K Hold
48
– – ﹤0.01% 815
2026
Q1 		$3K Hold
48
– – ﹤0.01% 823
2025
Q4 		$3K Hold
48
– – ﹤0.01% 833
2025
Q3 		$3K Buy
+48
New +$2.57K ﹤0.01% 784

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Hazlett, Burt & Watson held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 48 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Hazlett, Burt & Watson first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Hazlett, Burt & Watson held 48 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3K as of Q2 2026.
  • Hazlett, Burt & Watson left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #815 holding.
  • Hazlett, Burt & Watson first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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