Tableaux’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Tableaux’s Portfolio IBHI Stock Details IBHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$209K	Sell	9,174 -50	-0.5%	-$1.16K	0.09%	115
2026 Q2	$216K	Sell	9,224 -1,025	-10%	-$24K	0.09%	113
2026 Q1	$239K	Buy	+10,249	New	+$241K	0.12%	100
2025 Q4	–	Sell	-9,850	Closed	-$235K	–	106
2025 Q3	$235K	Buy	9,850 +952	+11%	+$22.5K	0.09%	108
2025 Q2	$211K	Buy	+8,898	New	+$206K	0.12%	111

Other funds holding IBHI

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

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

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

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

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

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

Tableaux's IBHI Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 0.54% in Q3 2026, selling an estimated $1.16K and leaving 9,174 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #115.

Tableaux first reported a position in IBHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q1 2026. 28 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

Tableaux held 9,174 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $209K as of Q3 2026.
Tableaux sold 50 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $1.16K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.09% of Tableaux's portfolio in Q3 2026, its #115 holding.
Tableaux first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
Tableaux's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $239K in Q1 2026.
28 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

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