Citadel Advisors
IBDV icon

Citadel Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Citadel Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.24M Buy
+102,410
New +$2.26M ﹤0.01% 5852
2025
Q4 		– Sell
-404,974
Closed -$8.97M – 13367
2025
Q3 		$8.97M Buy
404,974
+239,423
+145% +$5.27M 0.01% 3437
2025
Q2 		$3.64M Buy
165,551
+67,924
+70% +$1.47M ﹤0.01% 4645
2025
Q1 		$2.12M Buy
97,627
+10,779
+12% +$232K ﹤0.01% 5423
2024
Q4 		$1.86M Sell
86,848
-50,532
-37% -$1.09M ﹤0.01% 5783
2024
Q3 		$3.05M Buy
137,380
+127,648
+1,312% +$2.78M ﹤0.01% 4751
2024
Q2 		$207K Sell
9,732
-27,680
-74% -$585K ﹤0.01% 9858
2024
Q1 		$801K Sell
37,412
-35,145
-48% -$751K ﹤0.01% 7391
2023
Q4 		$1.57M Buy
+72,557
New +$1.5M ﹤0.01% 5808
2022
Q1 		– Sell
-13,508
Closed -$339K – 14090
2021
Q4 		$339K Sell
13,508
-41,156
-75% -$1.03M ﹤0.01% 10652
2021
Q3 		$1.38M Buy
+54,664
New +$1.4M ﹤0.01% 7314
2021
Q2 		– Sell
-22,125
Closed -$548K – 14058
2021
Q1 		$548K Buy
+22,125
New +$563K ﹤0.01% 9475

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return