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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Tableaux's IBDS Position: Q2 2026 in Review

Tableaux reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 10% in Q2 2026, selling an estimated $73.8K and leaving 27,256 shares worth $660K. The position accounts for 0.28% of the portfolio, ranked #52.

Tableaux first reported a position in IBDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $735K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Tableaux held 27,256 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $660K as of Q2 2026.
Tableaux sold 3,050 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $73.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.28% of Tableaux's portfolio in Q2 2026, its #52 holding.
Tableaux first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Tableaux's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $735K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Tableaux's 13F filing for Q2 2026, filed 7 Aug 2026.