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 Q3	$500K	Sell	22,818 -2,313	-9%	-$51K	0.2%	69
2026 Q2	$556K	Sell	25,131 -3,394	-12%	-$75.3K	0.23%	60
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

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

Tableaux's IBTI Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 9.2% in Q3 2026, selling an estimated $51K and leaving 22,818 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #69.

Tableaux first reported a position in IBTI in Q1 2025 and has held it in 7 quarters since. The position peaked at $636K in Q1 2026. 91 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Tableaux held 22,818 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $500K as of Q3 2026.
Tableaux sold 2,313 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $51K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.2% of Tableaux's portfolio in Q3 2026, its #69 holding.
Tableaux first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $636K in Q1 2026.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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