Tableaux’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Tableaux’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$608K	Sell	25,088 -1,952	-7%	-$47.2K	0.25%	56
2026 Q2	$655K	Sell	27,040 -3,144	-10%	-$76.1K	0.28%	54
2026 Q1	$732K	Buy	30,184 +8,766	+41%	+$212K	0.35%	48
2025 Q4	$519K	Buy	21,418 +24	+0.1%	+$582	0.37%	47
2025 Q3	$520K	Buy	21,394 +795	+4%	+$19.3K	0.21%	60
2025 Q2	$500K	Buy	20,599 +4,148	+25%	+$100K	0.29%	55
2025 Q1	$398K	Buy	+16,451	New	+$397K	0.29%	51

Other funds holding IBDR

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tableaux's IBDR Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 7.2% in Q3 2026, selling an estimated $47.2K and leaving 25,088 shares worth $608K. The position accounts for 0.25% of the portfolio, ranked #56.

Tableaux first reported a position in IBDR in Q1 2025 and has held it in 7 quarters since. The position peaked at $732K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Tableaux held 25,088 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $608K as of Q3 2026.
Tableaux sold 1,952 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $47.2K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.25% of Tableaux's portfolio in Q3 2026, its #56 holding.
Tableaux first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $732K in Q1 2026.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.