Tableaux’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Tableaux’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$461K	Sell	21,728 -1,497	-6%	-$32.2K	0.19%	74
2026 Q2	$503K	Sell	23,225 -2,414	-9%	-$52.4K	0.21%	64
2026 Q1	$560K	Buy	25,639 +9,276	+57%	+$203K	0.27%	63
2025 Q4	$359K	Sell	16,363 -3,747	-19%	-$82.3K	0.25%	62
2025 Q3	$442K	Buy	20,110 +1,449	+8%	+$31.7K	0.18%	71
2025 Q2	$409K	Buy	18,661 +5,501	+42%	+$120K	0.23%	73
2025 Q1	$286K	Buy	+13,160	New	+$283K	0.21%	69

Other funds holding IBTJ

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

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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

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

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

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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Tableaux's IBTJ Position: Q3 2026 in Review

Tableaux reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 6.4% in Q3 2026, selling an estimated $32.2K and leaving 21,728 shares worth $461K. The position accounts for 0.19% of the portfolio, ranked #74.

Tableaux first reported a position in IBTJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $560K in Q1 2026. 74 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

Tableaux held 21,728 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $461K as of Q3 2026.
Tableaux sold 1,497 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $32.2K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.19% of Tableaux's portfolio in Q3 2026, its #74 holding.
Tableaux first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Tableaux's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $560K in Q1 2026.
74 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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