Citadel Advisors
IBDW icon

Citadel Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Citadel Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$824K Sell
39,384
-66,412
-63% -$1.4M ﹤0.01% 8109
2025
Q4 		$2.24M Sell
105,796
-81,819
-44% -$1.73M ﹤0.01% 5699
2025
Q3 		$3.98M Sell
187,615
-98,756
-34% -$2.08M ﹤0.01% 4773
2025
Q2 		$6.03M Buy
286,371
+269,641
+1,612% +$5.57M 0.01% 3796
2025
Q1 		$347K Sell
16,730
-223,753
-93% -$4.59M ﹤0.01% 9262
2024
Q4 		$4.89M Buy
240,483
+133,511
+125% +$2.76M ﹤0.01% 4002
2024
Q3 		$2.27M Sell
106,972
-217,814
-67% -$4.54M ﹤0.01% 5298
2024
Q2 		$6.59M Buy
324,786
+306,115
+1,640% +$6.18M 0.01% 3341
2024
Q1 		$383K Sell
18,671
-133,242
-88% -$2.72M ﹤0.01% 8946
2023
Q4 		$3.16M Buy
151,913
+133,137
+709% +$2.62M ﹤0.01% 4553
2023
Q3 		$364K Sell
18,776
-3,562
-16% -$70.9K ﹤0.01% 8753
2023
Q2 		$453K Buy
+22,338
New +$456K ﹤0.01% 8163
2022
Q2 		– Sell
-23,994
Closed -$546K – 13504
2022
Q1 		$546K Buy
+23,994
New +$565K ﹤0.01% 9171
2021
Q4 		– Sell
-11,979
Closed -$299K – 14289
2021
Q3 		$299K Buy
+11,979
New +$304K ﹤0.01% 11069

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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