Tableaux’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Tableaux’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$576K	Sell	25,170 -1,801	-7%	-$41.2K	0.24%	60
2026 Q2	$617K	Sell	26,971 -3,361	-11%	-$76.9K	0.26%	58
2026 Q1	$695K	Buy	30,332 +8,367	+38%	+$192K	0.34%	52
2025 Q4	$523K	Sell	21,965 -130	-0.6%	-$2.98K	0.37%	46
2025 Q3	$507K	Buy	22,095 +941	+4%	+$21.5K	0.2%	63
2025 Q2	$485K	Buy	21,154 +5,113	+32%	+$117K	0.28%	60
2025 Q1	$368K	Buy	+16,041	New	+$366K	0.27%	61

Other funds holding IBTG

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Tableaux's IBTG Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6.7% in Q3 2026, selling an estimated $41.2K and leaving 25,170 shares worth $576K. The position accounts for 0.24% of the portfolio, ranked #60.

Tableaux first reported a position in IBTG in Q1 2025 and has held it in 7 quarters since. The position peaked at $695K in Q1 2026. 91 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Tableaux held 25,170 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $576K as of Q3 2026.
Tableaux sold 1,801 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $41.2K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of Tableaux's portfolio in Q3 2026, its #60 holding.
Tableaux first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $695K in Q1 2026.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

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