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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tableaux's IBDU Position: Q1 2026 in Review

Tableaux increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 78% in Q1 2026, buying an estimated $265K and bringing the position to 25,817 shares worth $601K. The position accounts for 0.29% of the portfolio, ranked #60.

Tableaux first reported a position in IBDU in Q1 2025 and has held it in 5 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Tableaux held 25,817 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $601K as of Q1 2026.
Tableaux bought 11,335 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $265K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.29% of Tableaux's portfolio in Q1 2026, its #60 holding.
Tableaux first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Tableaux's 13F filing for Q1 2026, filed 14 May 2026.