Citadel Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Citadel Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$573K	Buy	+28,388	New	+$574K	﹤0.01%	9526
2026 Q1	–	Sell	-78,176	Closed	-$1.6M	–	13539
2025 Q4	$1.6M	Sell	78,176 -4,682	-6%	-$96.5K	﹤0.01%	6363
2025 Q3	$1.7M	Buy	82,858 +68,315	+470%	+$1.4M	﹤0.01%	6404
2025 Q2	$298K	Sell	14,543 -11,706	-45%	-$237K	﹤0.01%	9841
2025 Q1	$534K	Buy	+26,249	New	+$524K	﹤0.01%	8337
2024 Q4	–	Sell	-75,753	Closed	-$1.58M	–	14897
2024 Q3	$1.58M	Buy	+75,753	New	+$1.56M	﹤0.01%	5955
2024 Q2	–	Sell	-17,307	Closed	-$349K	–	14782
2024 Q1	$349K	Sell	17,307 -13,872	-44%	-$280K	﹤0.01%	9153
2023 Q4	$640K	Buy	31,179 +10,159	+48%	+$201K	﹤0.01%	7581
2023 Q3	$411K	Buy	+21,020	New	+$423K	﹤0.01%	8504
2022 Q4	–	Sell	-34,134	Closed	-$701K	–	15124
2022 Q3	$701K	Sell	34,134 -5,524	-14%	-$120K	﹤0.01%	7740
2022 Q2	$867K	Buy	+39,658	New	+$869K	﹤0.01%	7351
2022 Q1	–	Sell	-12,034	Closed	-$298K	–	14022
2021 Q4	$298K	Sell	12,034 -8,226	-41%	-$203K	﹤0.01%	10939
2021 Q3	$502K	Buy	+20,260	New	+$507K	﹤0.01%	9850

Other funds holding IBTL

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citadel Advisors's IBTL Position: Q2 2026 in Review

Citadel Advisors opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 28,388 shares worth $573K. The stake represents ﹤0.01% of the portfolio and ranks #9526 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in IBTL as recently as Q4 2025.

Citadel Advisors first reported a position in IBTL in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.7M in Q3 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Citadel Advisors held 28,388 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $573K as of Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new Citadel Advisors position in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9526 holding.
Citadel Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2021 and has held it in 13 quarters since.
Citadel Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.7M in Q3 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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