Citadel Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Citadel Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Buy	+10,585	New	+$269K	﹤0.01%	10714
2025 Q3	–	Sell	-26,392	Closed	-$669K	–	13366
2025 Q2	$669K	Buy	26,392 +6,384	+32%	+$161K	﹤0.01%	7945
2025 Q1	$506K	Buy	20,008 +6,657	+50%	+$168K	﹤0.01%	8449
2024 Q4	$336K	Buy	+13,351	New	+$338K	﹤0.01%	9424
2021 Q3	–	Sell	-13,688	Closed	-$372K	–	14182
2021 Q2	$372K	Sell	13,688 -18,767	-58%	-$509K	﹤0.01%	10751
2021 Q1	$874K	Buy	32,455 +24,637	+315%	+$669K	﹤0.01%	8430
2020 Q4	$214K	Buy	+7,818	New	+$212K	﹤0.01%	9636

Other funds holding IBMP

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors's IBMP Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2026: 10,585 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #10714 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in IBMP as recently as Q2 2025.

Citadel Advisors first reported a position in IBMP in Q4 2020 and has held it in 7 quarters since. The position peaked at $874K in Q1 2021. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

Citadel Advisors held 10,585 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $269K as of Q1 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Citadel Advisors position in Q1 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10714 holding.
Citadel Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2020 and has held it in 7 quarters since.
Citadel Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $874K in Q1 2021.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.