Ken Griffin
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Ken Griffin’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Ken Griffin’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523K Buy
+23,631
New +$525K ﹤0.01% 9191
2025
Q4 		– Sell
-9,477
Closed -$213K – 13269
2025
Q3 		$213K Buy
+9,477
New +$213K ﹤0.01% 11140

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ken Griffin's IBHG Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026: 23,631 shares worth $523K. The stake represents ﹤0.01% of the portfolio and ranks #9191 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBHG as recently as Q3 2025.

Ken Griffin first reported a position in IBHG in Q3 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Ken Griffin held 23,631 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $523K as of Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Ken Griffin position in Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #9191 holding.
  • Ken Griffin first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

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