Citadel Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Citadel Advisors’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-61,480	Closed	-$1.59M	–	11232
2020 Q2	$1.59M	Sell	61,480 -45,203	-42%	-$1.17M	﹤0.01%	4968
2020 Q1	$2.72M	Sell	106,683 -11,768	-10%	-$303K	﹤0.01%	3630
2019 Q4	$3.05M	Buy	118,451 +24,618	+26%	+$635K	﹤0.01%	3761
2019 Q3	$2.42M	Buy	93,833 +70,436	+301%	+$1.82M	﹤0.01%	4181
2019 Q2	$603K	Buy	+23,397	New	+$600K	﹤0.01%	6531
2017 Q2	–	Sell	-9,300	Closed	-$238K	–	8620
2017 Q1	$238K	Sell	9,300 -5,809	-38%	-$148K	﹤0.01%	6245
2016 Q4	$382K	Buy	+15,109	New	+$386K	﹤0.01%	5320

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors's IBMJ Position: Q3 2020 in Review

Citadel Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2020, closing a stake of 61,480 shares — an estimated $1.59M sold.

Citadel Advisors first reported a position in IBMJ in Q4 2016 and held it in 7 quarters. The position peaked at $3.05M in Q4 2019. 114 funds tracked by Wall St. Rank hold IBMJ as of Q3 2020.

Citadel Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Citadel Advisors sold 61,480 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2020, an estimated $1.59M.
Citadel Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Citadel Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $3.05M in Q4 2019.
114 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2020.

Based on Citadel Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.