Tableaux’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Tableaux’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$636K	Buy	28,525 +8,375	+42%	+$187K	0.31%	57
2025 Q4	$451K	Buy	20,150 +622	+3%	+$13.9K	0.32%	55
2025 Q3	$437K	Buy	19,528 +1,384	+8%	+$30.9K	0.18%	72
2025 Q2	$406K	Buy	18,144 +5,294	+41%	+$118K	0.23%	75
2025 Q1	$286K	Buy	+12,850	New	+$283K	0.21%	71

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Tableaux's IBTI Position: Q1 2026 in Review

Tableaux increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 42% in Q1 2026, buying an estimated $187K and bringing the position to 28,525 shares worth $636K. The position accounts for 0.31% of the portfolio, ranked #57.

Tableaux first reported a position in IBTI in Q1 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Tableaux held 28,525 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $636K as of Q1 2026.
Tableaux bought 8,375 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $187K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.31% of Tableaux's portfolio in Q1 2026, its #57 holding.
Tableaux first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Tableaux's 13F filing for Q1 2026, filed 14 May 2026.