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

Ken Griffin’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
Q1 		$6.94M Buy
+274,028
New +$6.97M ﹤0.01% 3826
2025
Q4 		– Sell
-42,909
Closed -$1.1M – 13264
2025
Q3 		$1.1M Sell
42,909
-913,328
-96% -$23.2M ﹤0.01% 7340
2025
Q2 		$24.3M Buy
956,237
+584,601
+157% +$14.7M ﹤0.01% 1921
2025
Q1 		$9.39M Buy
+371,636
New +$9.31M ﹤0.01% 2940
2024
Q4 		– Sell
-200,152
Closed -$5.11M – 14891
2024
Q3 		$5.11M Buy
200,152
+102,866
+106% +$2.59M ﹤0.01% 3901
2024
Q2 		$2.41M Sell
97,286
-41,732
-30% -$1.03M ﹤0.01% 4972
2024
Q1 		$3.46M Buy
+139,018
New +$3.46M ﹤0.01% 4557
2023
Q3 		– Sell
-36,214
Closed -$887K – 14643
2023
Q2 		$887K Sell
36,214
-1,539
-4% -$38.1K ﹤0.01% 6708
2023
Q1 		$942K Buy
+37,753
New +$932K ﹤0.01% 6907
2021
Q3 		– Sell
-113,347
Closed -$3.28M – 14181
2021
Q2 		$3.28M Sell
113,347
-7,910
-7% -$226K ﹤0.01% 5383
2021
Q1 		$3.43M Buy
121,257
+86,701
+251% +$2.51M ﹤0.01% 5113
2020
Q4 		$1.02M Buy
+34,556
New +$1.01M ﹤0.01% 6758
2020
Q2 		– Sell
-16,717
Closed -$439K – 10109
2020
Q1 		$439K Sell
16,717
-43,730
-72% -$1.21M ﹤0.01% 6682
2019
Q4 		$1.68M Buy
+60,447
New +$1.67M ﹤0.01% 4702
2019
Q1 		– Sell
-16,812
Closed -$419K – 9543
2018
Q4 		$419K Buy
+16,812
New +$418K ﹤0.01% 6683

Other funds holding IBDT

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ken Griffin's IBDT Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026: 274,028 shares worth $6.94M. The stake represents ﹤0.01% of the portfolio and ranks #3826 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBDT as recently as Q3 2025.

Ken Griffin first reported a position in IBDT in Q4 2018 and has held it in 15 quarters since. The position peaked at $24.3M in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Ken Griffin held 274,028 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.94M as of Q1 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new Ken Griffin position in Q1 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #3826 holding.
  • Ken Griffin first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2018 and has held it in 15 quarters since.
  • Ken Griffin's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $24.3M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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