Tableaux’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Tableaux’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$597K	Sell	26,674 -3,272	-11%	-$73.2K	0.25%	59
2026 Q1	$672K	Sell	29,946 -79,945	-73%	-$1.8M	0.33%	55
2025 Q4	$2.53M	Sell	109,891 -39,301	-26%	-$884K	1.79%	14
2025 Q3	$3.36M	Buy	149,192 +127,443	+586%	+$2.86M	1.34%	23
2025 Q2	$489K	Buy	21,749 +5,411	+33%	+$121K	0.28%	59
2025 Q1	$366K	Buy	+16,338	New	+$364K	0.26%	62

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Tableaux's IBTH Position: Q2 2026 in Review

Tableaux reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 11% in Q2 2026, selling an estimated $73.2K and leaving 26,674 shares worth $597K. The position accounts for 0.25% of the portfolio, ranked #59.

Tableaux first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.36M in Q3 2025. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Tableaux held 26,674 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $597K as of Q2 2026.
Tableaux sold 3,272 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $73.2K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.25% of Tableaux's portfolio in Q2 2026, its #59 holding.
Tableaux first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Tableaux's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.36M in Q3 2025.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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