Tableaux’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Tableaux’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$471K	Sell	20,778 -2,849	-12%	-$65.5K	0.19%	73
2026 Q2	$547K	Sell	23,627 -2,190	-8%	-$50.8K	0.23%	61
2026 Q1	$601K	Buy	25,817 +11,335	+78%	+$265K	0.29%	60
2025 Q4	$339K	Sell	14,482 -2,796	-16%	-$65.5K	0.24%	63
2025 Q3	$406K	Buy	17,278 +411	+2%	+$9.6K	0.16%	79
2025 Q2	$394K	Buy	16,867 +4,489	+36%	+$104K	0.23%	78
2025 Q1	$286K	Buy	+12,378	New	+$284K	0.21%	70

Other funds holding IBDU

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

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

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

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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Tableaux's IBDU Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q3 2026, selling an estimated $65.5K and leaving 20,778 shares worth $471K. The position accounts for 0.19% of the portfolio, ranked #73.

Tableaux first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $601K in Q1 2026. 124 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Tableaux held 20,778 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $471K as of Q3 2026.
Tableaux sold 2,849 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $65.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Tableaux's portfolio in Q3 2026, its #73 holding.
Tableaux first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $601K in Q1 2026.
124 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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