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 Q3	$525K	Sell	23,525 -3,149	-12%	-$70.3K	0.21%	65
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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

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

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

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

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

Tableaux's IBTH Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 12% in Q3 2026, selling an estimated $70.3K and leaving 23,525 shares worth $525K. The position accounts for 0.21% of the portfolio, ranked #65.

Tableaux first reported a position in IBTH in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.36M in Q3 2025. 110 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Tableaux held 23,525 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $525K as of Q3 2026.
Tableaux sold 3,149 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $70.3K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.21% of Tableaux's portfolio in Q3 2026, its #65 holding.
Tableaux first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.36M in Q3 2025.
110 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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