Tableaux’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Tableaux’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$528K	Sell	21,160 -3,366	-14%	-$84.6K	0.22%	64
2026 Q2	$619K	Sell	24,526 -3,052	-11%	-$77.1K	0.26%	57
2026 Q1	$699K	Buy	27,578 +9,640	+54%	+$245K	0.34%	51
2025 Q4	$457K	Buy	17,938 +1,810	+11%	+$46.1K	0.32%	53
2025 Q3	$412K	Buy	16,128 +584	+4%	+$14.8K	0.16%	78
2025 Q2	$395K	Buy	15,544 +4,249	+38%	+$107K	0.23%	77
2025 Q1	$285K	Buy	+11,295	New	+$283K	0.21%	72

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

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

Klingman & Associates New York $2.41B AUM 15.13% 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

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

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Tableaux's IBDT Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 14% in Q3 2026, selling an estimated $84.6K and leaving 21,160 shares worth $528K. The position accounts for 0.22% of the portfolio, ranked #64.

Tableaux first reported a position in IBDT in Q1 2025 and has held it in 7 quarters since. The position peaked at $699K in Q1 2026. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Tableaux held 21,160 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $528K as of Q3 2026.
Tableaux sold 3,366 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $84.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.22% of Tableaux's portfolio in Q3 2026, its #64 holding.
Tableaux first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $699K in Q1 2026.
150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

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