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 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

BCM

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tableaux's IBTJ Position: Q1 2026 in Review

Tableaux increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 57% in Q1 2026, buying an estimated $203K and bringing the position to 25,639 shares worth $560K. The position accounts for 0.27% of the portfolio, ranked #63.

Tableaux first reported a position in IBTJ in Q1 2025 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Tableaux held 25,639 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $560K as of Q1 2026.
Tableaux bought 9,276 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $203K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.27% of Tableaux's portfolio in Q1 2026, its #63 holding.
Tableaux first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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