Tableaux’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Tableaux’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$580K	Sell	24,042 -3,214	-12%	-$77.6K	0.24%	59
2026 Q2	$660K	Sell	27,256 -3,050	-10%	-$73.8K	0.28%	52
2026 Q1	$735K	Buy	30,306 +10,271	+51%	+$249K	0.36%	47
2025 Q4	$486K	Sell	20,035 -1,647	-8%	-$40K	0.34%	50
2025 Q3	$528K	Buy	21,682 +1,103	+5%	+$26.7K	0.21%	59
2025 Q2	$499K	Buy	20,579 +4,523	+28%	+$109K	0.29%	56
2025 Q1	$388K	Buy	+16,056	New	+$386K	0.28%	55

Other funds holding IBDS

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

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

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

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Tableaux's IBDS Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q3 2026, selling an estimated $77.6K and leaving 24,042 shares worth $580K. The position accounts for 0.24% of the portfolio, ranked #59.

Tableaux first reported a position in IBDS in Q1 2025 and has held it in 7 quarters since. The position peaked at $735K in Q1 2026. 152 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Tableaux held 24,042 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $580K as of Q3 2026.
Tableaux sold 3,214 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $77.6K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.24% of Tableaux's portfolio in Q3 2026, its #59 holding.
Tableaux first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $735K in Q1 2026.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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