Citigroup
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Citigroup’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Citigroup’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25 Buy
+1
New +$25 ﹤0.01% 5746
2024
Q3 		– Sell
-1,224
Closed -$30.3K – 5729
2024
Q2 		$30.3K Hold
1,224
– – ﹤0.01% 4859
2024
Q1 		$30.5K Buy
+1,224
New +$30.5K ﹤0.01% 4889
2022
Q1 		– Sell
-47,000
Closed -$1.33M – 6455
2021
Q4 		$1.33M Buy
+47,000
New +$1.34M ﹤0.01% 2969

Other funds holding IBDT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Citigroup's IBDT Position: Q3 2026 in Review

Citigroup opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 1 share worth $25. The stake represents ﹤0.01% of the portfolio and ranks #5746 among its holdings. This is a return to the name: Citigroup previously reported a position in IBDT as recently as Q2 2024.

Citigroup first reported a position in IBDT in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2021. 339 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Citigroup held 1 share of iShares iBonds Dec 2028 Term Corporate ETF worth $25 as of Q3 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new Citigroup position in Q3 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #5746 holding.
  • Citigroup first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and has held it in 4 quarters since.
  • Citigroup's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.33M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.