Citadel Advisors
IBMS

Citadel Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Citadel Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Sell
7,757
-5,141
-40% -$133K ﹤0.01% 12062
2026
Q1 		$333K Buy
+12,898
New +$338K ﹤0.01% 10235

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Citadel Advisors's IBMS Position: Q2 2026 in Review

Citadel Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 40% in Q2 2026, selling an estimated $133K and leaving 7,757 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #12062.

Citadel Advisors first reported a position in IBMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $333K in Q1 2026. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Citadel Advisors held 7,757 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $201K as of Q2 2026.
  • Citadel Advisors sold 5,141 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12062 holding.
  • Citadel Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Citadel Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $333K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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