Tableaux
IBDV icon

Tableaux’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Tableaux’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$620K Sell
29,337
-897
-3% -$19.3K 0.25% 55
2026
Q2 		$659K Sell
30,234
-797
-3% -$17.4K 0.28% 53
2026
Q1 		$679K Buy
31,031
+5,855
+23% +$129K 0.33% 54
2025
Q4 		$555K Buy
+25,176
New +$557K 0.39% 44

Other funds holding IBDV

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Tableaux's IBDV Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3% in Q3 2026, selling an estimated $19.3K and leaving 29,337 shares worth $620K. The position accounts for 0.25% of the portfolio, ranked #55.

Tableaux first reported a position in IBDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $679K in Q1 2026. 112 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Tableaux held 29,337 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $620K as of Q3 2026.
  • Tableaux sold 897 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $19.3K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.25% of Tableaux's portfolio in Q3 2026, its #55 holding.
  • Tableaux first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • Tableaux's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $679K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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