Tableaux’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Tableaux’s Portfolio IBHH Stock Details IBHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$249K	Sell	10,746 -1,061	-9%	-$24.8K	0.1%	103
2026 Q2	$277K	Sell	11,807 -1,404	-11%	-$33K	0.12%	91
2026 Q1	$310K	Buy	13,211 +4,047	+44%	+$95.6K	0.15%	87
2025 Q4	$217K	Sell	9,164 -874	-9%	-$20.7K	0.15%	82
2025 Q3	$240K	Buy	10,038 +1,151	+13%	+$27.3K	0.1%	106
2025 Q2	$211K	Buy	+8,887	New	+$207K	0.12%	110

Other funds holding IBHH

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

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

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

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

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

Tableaux's IBHH Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 9% in Q3 2026, selling an estimated $24.8K and leaving 10,746 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #103.

Tableaux first reported a position in IBHH in Q2 2025 and has held it in 6 quarters since. The position peaked at $310K in Q1 2026. 29 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

Tableaux held 10,746 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $249K as of Q3 2026.
Tableaux sold 1,061 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2026, an estimated $24.8K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.1% of Tableaux's portfolio in Q3 2026, its #103 holding.
Tableaux first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2025 and has held it in 6 quarters since.
Tableaux's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $310K in Q1 2026.
29 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

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