Ken Griffin’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Ken Griffin’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.83M	Buy	379,604 +334,665	+745%	+$7.83M	﹤0.01%	3432
2025 Q4	$1.05M	Sell	44,939 -9,908	-18%	-$232K	﹤0.01%	7284
2025 Q3	$1.29M	Buy	54,847 +36,924	+206%	+$862K	﹤0.01%	6994
2025 Q2	$418K	Sell	17,923 -49,863	-74%	-$1.15M	﹤0.01%	9045
2025 Q1	$1.57M	Sell	67,786 -41,780	-38%	-$958K	﹤0.01%	6009
2024 Q4	$2.5M	Sell	109,566 -218,501	-67%	-$5.03M	﹤0.01%	5179
2024 Q3	$7.71M	Buy	328,067 +291,360	+794%	+$6.75M	﹤0.01%	3289
2024 Q2	$832K	Buy	+36,707	New	+$828K	﹤0.01%	6978
2024 Q1	–	Sell	-56,799	Closed	-$1.31M	–	14958
2023 Q4	$1.31M	Buy	56,799 +1,683	+3%	+$37.3K	﹤0.01%	6139
2023 Q3	$1.21M	Buy	55,116 +39,417	+251%	+$876K	﹤0.01%	6187
2023 Q2	$352K	Buy	+15,699	New	+$356K	﹤0.01%	8687
2022 Q4	–	Sell	-65,518	Closed	-$1.43M	–	15120
2022 Q3	$1.43M	Buy	+65,518	New	+$1.5M	﹤0.01%	6245
2021 Q4	–	Sell	-63,709	Closed	-$1.7M	–	14224
2021 Q3	$1.7M	Buy	+63,709	New	+$1.72M	﹤0.01%	6785
2021 Q1	–	Sell	-29,079	Closed	-$799K	–	13413
2020 Q4	$799K	Buy	+29,079	New	+$791K	﹤0.01%	7260
2020 Q2	–	Sell	-26,404	Closed	-$637K	–	10110
2020 Q1	$637K	Buy	+26,404	New	+$672K	﹤0.01%	6088

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Ken Griffin's IBDU Position: Q1 2026 in Review

Ken Griffin increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 745% in Q1 2026, buying an estimated $7.83M and bringing the position to 379,604 shares worth $8.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Ken Griffin first reported a position in IBDU in Q1 2020 and has held it in 15 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Ken Griffin held 379,604 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $8.83M as of Q1 2026.
Ken Griffin bought 334,665 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $7.83M.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #3432 holding.
Ken Griffin first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 15 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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