Citadel Advisors

Citadel Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Citadel Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Buy	+11,258	New	+$289K	﹤0.01%	10559
2025 Q4	–	Sell	-12,036	Closed	-$309K	–	13378
2025 Q3	$309K	Buy	+12,036	New	+$309K	﹤0.01%	10301
2024 Q3	–	Sell	-17,654	Closed	-$447K	–	14727
2024 Q2	$447K	Buy	+17,654	New	+$446K	﹤0.01%	8283
2021 Q4	–	Sell	-22,965	Closed	-$617K	–	14292
2021 Q3	$617K	Buy	22,965 +3,007	+15%	+$81.3K	﹤0.01%	9369
2021 Q2	$538K	Buy	+19,958	New	+$538K	﹤0.01%	9902
2021 Q1	–	Sell	-22,409	Closed	-$607K	–	13463
2020 Q4	$607K	Buy	+22,409	New	+$604K	﹤0.01%	7788
2020 Q3	–	Sell	-39,086	Closed	-$1.04M	–	10407
2020 Q2	$1.04M	Buy	+39,086	New	+$1.03M	﹤0.01%	5758

Other funds holding IBMO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return