Ken Griffin’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ken Griffin’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.9M	Buy	+243,254	New	+$5.89M	﹤0.01%	4075
2025 Q4	–	Sell	-421,532	Closed	-$10.2M	–	13262
2025 Q3	$10.2M	Buy	+421,532	New	+$10.2M	﹤0.01%	3236
2025 Q2	–	Sell	-134,001	Closed	-$3.24M	–	13648
2025 Q1	$3.24M	Sell	134,001 -13,126	-9%	-$317K	﹤0.01%	4619
2024 Q4	$3.54M	Buy	147,127 +87,495	+147%	+$2.11M	﹤0.01%	4556
2024 Q3	$1.45M	Buy	+59,632	New	+$1.44M	﹤0.01%	6128
2024 Q2	–	Sell	-55,603	Closed	-$1.33M	–	14773
2024 Q1	$1.33M	Buy	55,603 +14,550	+35%	+$347K	﹤0.01%	6353
2023 Q4	$981K	Buy	+41,053	New	+$964K	﹤0.01%	6726
2023 Q1	–	Sell	-55,822	Closed	-$1.3M	–	15052
2022 Q4	$1.3M	Buy	+55,822	New	+$1.3M	﹤0.01%	6310
2022 Q2	–	Sell	-51,643	Closed	-$1.27M	–	13400
2022 Q1	$1.27M	Sell	51,643 -88,773	-63%	-$2.25M	﹤0.01%	7137
2021 Q4	$3.66M	Sell	140,416 -118,154	-46%	-$3.09M	﹤0.01%	4931
2021 Q3	$6.85M	Sell	258,570 -78,948	-23%	-$2.1M	﹤0.01%	3717
2021 Q2	$8.98M	Buy	337,518 +323,759	+2,353%	+$8.59M	﹤0.01%	3251
2021 Q1	$363K	Sell	13,759 -137,704	-91%	-$3.68M	﹤0.01%	10404
2020 Q4	$4.11M	Buy	+151,463	New	+$4.08M	﹤0.01%	4006
2020 Q2	–	Sell	-291,292	Closed	-$7.15M	–	10108
2020 Q1	$7.15M	Buy	291,292 +163,941	+129%	+$4.17M	﹤0.01%	2258
2019 Q4	$3.26M	Buy	127,351 +68,560	+117%	+$1.74M	﹤0.01%	3669
2019 Q3	$1.5M	Buy	+58,791	New	+$1.49M	﹤0.01%	4934
2019 Q2	–	Sell	-16,792	Closed	-$407K	–	9468
2019 Q1	$407K	Buy	+16,792	New	+$397K	﹤0.01%	7133
2018 Q3	–	Sell	-9,594	Closed	-$224K	–	9438
2018 Q2	$224K	Buy	+9,594	New	+$224K	﹤0.01%	7694
2017 Q4	–	Sell	-11,444	Closed	-$282K	–	8179
2017 Q3	$282K	Buy	+11,444	New	+$282K	﹤0.01%	6174
2017 Q2	–	Sell	-41,570	Closed	-$998K	–	7722
2017 Q1	$998K	Buy	+41,570	New	+$996K	﹤0.01%	3995

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ken Griffin's IBDR Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026: 243,254 shares worth $5.9M. The stake represents ﹤0.01% of the portfolio and ranks #4075 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBDR as recently as Q3 2025.

Ken Griffin first reported a position in IBDR in Q1 2017 and has held it in 21 quarters since. The position peaked at $10.2M in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Ken Griffin held 243,254 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.9M as of Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Ken Griffin position in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #4075 holding.
Ken Griffin first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2017 and has held it in 21 quarters since.
Ken Griffin's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $10.2M in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.