Ken Griffin
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Ken Griffin’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ken Griffin’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-91,527
Closed -$2.23M – 13263
2025
Q3 		$2.23M Buy
91,527
+35,118
+62% +$852K ﹤0.01% 5861
2025
Q2 		$1.37M Buy
56,409
+2,386
+4% +$57.6K ﹤0.01% 6448
2025
Q1 		$1.31M Sell
54,023
-163,623
-75% -$3.94M ﹤0.01% 6359
2024
Q4 		$5.21M Buy
+217,646
New +$5.24M ﹤0.01% 3895
2024
Q3 		– Sell
-32,540
Closed -$772K – 14652
2024
Q2 		$772K Buy
+32,540
New +$770K ﹤0.01% 7126
2024
Q1 		– Sell
-77,364
Closed -$1.85M – 14957
2023
Q4 		$1.85M Buy
77,364
+18,076
+30% +$422K ﹤0.01% 5500
2023
Q3 		$1.37M Sell
59,288
-32,582
-35% -$760K ﹤0.01% 5948
2023
Q2 		$2.16M Buy
91,870
+27,415
+43% +$649K ﹤0.01% 5025
2023
Q1 		$1.54M Buy
+64,455
New +$1.52M ﹤0.01% 5869
2022
Q4 		– Sell
-16,314
Closed -$375K – 15119
2022
Q3 		$375K Buy
+16,314
New +$390K ﹤0.01% 9090
2022
Q2 		– Sell
-18,817
Closed -$469K – 13401
2022
Q1 		$469K Buy
+18,817
New +$483K ﹤0.01% 9546
2021
Q4 		– Sell
-162,213
Closed -$4.38M – 14222
2021
Q3 		$4.38M Buy
162,213
+132,118
+439% +$3.58M ﹤0.01% 4564
2021
Q2 		$814K Sell
30,095
-62,889
-68% -$1.69M ﹤0.01% 8900
2021
Q1 		$2.48M Sell
92,984
-298,763
-76% -$8.13M ﹤0.01% 5890
2020
Q4 		$10.8M Sell
391,747
-181,430
-32% -$4.95M ﹤0.01% 2550
2020
Q3 		$15.6M Buy
573,177
+474,392
+480% +$12.9M ﹤0.01% 1798
2020
Q2 		$2.66M Sell
98,785
-136,112
-58% -$3.54M ﹤0.01% 4062
2020
Q1 		$5.76M Buy
234,897
+123,648
+111% +$3.19M ﹤0.01% 2532
2019
Q4 		$2.89M Buy
+111,249
New +$2.88M ﹤0.01% 3830

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Ken Griffin's IBDS Position: Q4 2025 in Review

Ken Griffin sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 91,527 shares — an estimated $2.23M sold.

Ken Griffin first reported a position in IBDS in Q4 2019 and held it in 19 quarters. The position peaked at $15.6M in Q3 2020. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • Ken Griffin reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Ken Griffin sold 91,527 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $2.23M.
  • Ken Griffin first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and held it in 19 quarters.
  • Ken Griffin's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $15.6M in Q3 2020.
  • 414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.