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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Tableaux's IBTG Position: Q2 2026 in Review

Tableaux reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 11% in Q2 2026, selling an estimated $76.9K and leaving 26,971 shares worth $617K. The position accounts for 0.26% of the portfolio, ranked #58.

Tableaux first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $695K in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Tableaux held 26,971 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $617K as of Q2 2026.
Tableaux sold 3,361 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $76.9K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.26% of Tableaux's portfolio in Q2 2026, its #58 holding.
Tableaux first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Tableaux's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $695K in Q1 2026.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Tableaux's 13F filing for Q2 2026, filed 7 Aug 2026.