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 Q2	$407K	Buy	15,887 +4,629	+41%	+$119K	﹤0.01%	10378
2026 Q1	$289K	Buy	+11,258	New	+$289K	﹤0.01%	10559
2025 Q4	–	Sell	-12,036	Closed	-$309K	–	13276
2025 Q3	$309K	Buy	+12,036	New	+$309K	﹤0.01%	10301
2024 Q3	–	Sell	-17,654	Closed	-$447K	–	14658
2024 Q2	$447K	Buy	+17,654	New	+$446K	﹤0.01%	8283
2021 Q4	–	Sell	-22,965	Closed	-$617K	–	14226
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	–	13414
2020 Q4	$607K	Buy	+22,409	New	+$604K	﹤0.01%	7788
2020 Q3	–	Sell	-39,086	Closed	-$1.04M	–	10346
2020 Q2	$1.04M	Buy	+39,086	New	+$1.03M	﹤0.01%	5758

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors's IBMO Position: Q2 2026 in Review

Citadel Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 41% in Q2 2026, buying an estimated $119K and bringing the position to 15,887 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #10378.

Citadel Advisors first reported a position in IBMO in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2020. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Citadel Advisors held 15,887 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $407K as of Q2 2026.
Citadel Advisors bought 4,629 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $119K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10378 holding.
Citadel Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 8 quarters since.
Citadel Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.04M in Q2 2020.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.