Ken Griffin
IBDC

Ken Griffin’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Ken Griffin’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-42,881
Closed -$1.12M – 10521
2019
Q4 		$1.12M Buy
42,881
+33,786
+371% +$881K ﹤0.01% 5399
2019
Q3 		$238K Sell
9,095
-8,894
-49% -$232K ﹤0.01% 7915
2019
Q2 		$470K Buy
+17,989
New +$469K ﹤0.01% 6912
2017
Q4 		– Sell
-25,596
Closed -$672K – 8676
2017
Q3 		$672K Sell
25,596
-121,828
-83% -$3.2M ﹤0.01% 4900
2017
Q2 		$3.87M Sell
147,424
-18,538
-11% -$486K ﹤0.01% 2386
2017
Q1 		$4.34M Buy
165,962
+113,102
+214% +$2.96M ﹤0.01% 2186
2016
Q4 		$1.38M Buy
52,860
+990
+2% +$26K ﹤0.01% 3406
2016
Q3 		$1.37M Buy
51,870
+38,790
+297% +$1.03M ﹤0.01% 3446
2016
Q2 		$348K Buy
+13,080
New +$345K ﹤0.01% 5004

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Ken Griffin's IBDC Position: Q1 2020 in Review

Ken Griffin sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 42,881 shares — an estimated $1.12M sold.

Ken Griffin first reported a position in IBDC in Q2 2016 and held it in 9 quarters. The position peaked at $4.34M in Q1 2017. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • Ken Griffin reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Ken Griffin sold 42,881 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $1.12M.
  • Ken Griffin first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q2 2016 and held it in 9 quarters.
  • Ken Griffin's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $4.34M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Citadel Advisors's 13F filing for Q1 2020, filed 15 May 2020.