Ken Griffin’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Ken Griffin’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.24M	Buy	+102,410	New	+$2.26M	﹤0.01%	5852
2025 Q4	–	Sell	-404,974	Closed	-$8.97M	–	13265
2025 Q3	$8.97M	Buy	404,974 +239,423	+145%	+$5.27M	﹤0.01%	3437
2025 Q2	$3.64M	Buy	165,551 +67,924	+70%	+$1.47M	﹤0.01%	4645
2025 Q1	$2.12M	Buy	97,627 +10,779	+12%	+$232K	﹤0.01%	5423
2024 Q4	$1.86M	Sell	86,848 -50,532	-37%	-$1.09M	﹤0.01%	5783
2024 Q3	$3.05M	Buy	137,380 +127,648	+1,312%	+$2.78M	﹤0.01%	4751
2024 Q2	$207K	Sell	9,732 -27,680	-74%	-$585K	﹤0.01%	9858
2024 Q1	$801K	Sell	37,412 -35,145	-48%	-$751K	﹤0.01%	7391
2023 Q4	$1.57M	Buy	+72,557	New	+$1.5M	﹤0.01%	5808
2022 Q1	–	Sell	-13,508	Closed	-$339K	–	14018
2021 Q4	$339K	Sell	13,508 -41,156	-75%	-$1.03M	﹤0.01%	10652
2021 Q3	$1.38M	Buy	+54,664	New	+$1.4M	﹤0.01%	7314
2021 Q2	–	Sell	-22,125	Closed	-$548K	–	13996
2021 Q1	$548K	Buy	+22,125	New	+$563K	﹤0.01%	9475

Other funds holding IBDV

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

ACA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

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

Ken Griffin's IBDV Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026: 102,410 shares worth $2.24M. The stake represents ﹤0.01% of the portfolio and ranks #5852 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBDV as recently as Q3 2025.

Ken Griffin first reported a position in IBDV in Q1 2021 and has held it in 12 quarters since. The position peaked at $8.97M in Q3 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Ken Griffin held 102,410 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.24M as of Q1 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Ken Griffin position in Q1 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5852 holding.
Ken Griffin first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2021 and has held it in 12 quarters since.
Ken Griffin's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $8.97M in Q3 2025.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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