Citadel Advisors
IBMQ icon

Citadel Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Citadel Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$587K Buy
22,979
+7,970
+53% +$204K ﹤0.01% 8915
2025
Q4 		$384K Sell
15,009
-7,309
-33% -$187K ﹤0.01% 9623
2025
Q3 		$572K Buy
+22,318
New +$571K ﹤0.01% 8804
2025
Q2 		– Sell
-22,219
Closed -$562K – 13750
2025
Q1 		$562K Buy
+22,219
New +$561K ﹤0.01% 8234
2022
Q2 		– Sell
-18,415
Closed -$469K – 13506
2022
Q1 		$469K Sell
18,415
-10,243
-36% -$270K ﹤0.01% 9547
2021
Q4 		$781K Sell
28,658
-10,484
-27% -$285K ﹤0.01% 8556
2021
Q3 		$1.07M Buy
39,142
+24,820
+173% +$682K ﹤0.01% 7989
2021
Q2 		$393K Sell
14,322
-43,469
-75% -$1.19M ﹤0.01% 10607
2021
Q1 		$1.57M Buy
57,791
+40,686
+238% +$1.12M ﹤0.01% 6993
2020
Q4 		$472K Buy
+17,105
New +$468K ﹤0.01% 8250
2020
Q3 		– Sell
-20,019
Closed -$542K – 10408
2020
Q2 		$542K Sell
20,019
-4,802
-19% -$128K ﹤0.01% 6927
2020
Q1 		$651K Buy
+24,821
New +$653K ﹤0.01% 6047

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return