Tableaux’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Tableaux’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$233K	Sell	10,685 -981	-8%	-$21.5K	0.1%	107
2026 Q2	$258K	Sell	11,666 -1,612	-12%	-$35.6K	0.11%	96
2026 Q1	$294K	Buy	13,278 +4,186	+46%	+$93K	0.14%	90
2025 Q4	$203K	Sell	9,092 -2,566	-22%	-$57.4K	0.14%	87
2025 Q3	$262K	Buy	11,658 +679	+6%	+$15.2K	0.1%	103
2025 Q2	$247K	Buy	+10,979	New	+$244K	0.14%	102

Other funds holding IBHG

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Tableaux's IBHG Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 8.4% in Q3 2026, selling an estimated $21.5K and leaving 10,685 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #107.

Tableaux first reported a position in IBHG in Q2 2025 and has held it in 6 quarters since. The position peaked at $294K in Q1 2026. 35 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Tableaux held 10,685 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $233K as of Q3 2026.
Tableaux sold 981 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $21.5K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.1% of Tableaux's portfolio in Q3 2026, its #107 holding.
Tableaux first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2025 and has held it in 6 quarters since.
Tableaux's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $294K in Q1 2026.
35 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

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