Ken Griffin
IBMG

Ken Griffin’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Ken Griffin’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,599
Closed -$295K – 9725
2018
Q1 		$295K Sell
11,599
-3,423
-23% -$86.9K ﹤0.01% 6778
2017
Q4 		$381K Buy
+15,022
New +$382K ﹤0.01% 6076
2017
Q3 		– Sell
-27,964
Closed -$712K – 8576
2017
Q2 		$712K Sell
27,964
-13,318
-32% -$339K ﹤0.01% 4612
2017
Q1 		$1.05M Sell
41,282
-5,784
-12% -$147K ﹤0.01% 3929
2016
Q4 		$1.2M Buy
47,066
+34,998
+290% +$891K ﹤0.01% 3626
2016
Q3 		$308K Buy
+12,068
New +$309K ﹤0.01% 5639

Other funds holding IBMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ken Griffin's IBMG Position: Q2 2018 in Review

Ken Griffin sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q2 2018, closing a stake of 11,599 shares — an estimated $295K sold.

Ken Griffin first reported a position in IBMG in Q3 2016 and held it in 6 quarters. The position peaked at $1.2M in Q4 2016. 80 funds tracked by Wall St. Rank hold IBMG as of Q2 2018.

  • Ken Griffin reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Ken Griffin sold 11,599 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q2 2018, an estimated $295K.
  • Ken Griffin first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2016 and held it in 6 quarters.
  • Ken Griffin's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $1.2M in Q4 2016.
  • 80 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q2 2018.

Based on Citadel Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.