Ken Griffin’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Ken Griffin’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Buy	+11,258	New	+$289K	﹤0.01%	10559
2025 Q4	–	Sell	-12,036	Closed	-$309K	–	13276
2025 Q3	$309K	Buy	+12,036	New	+$309K	﹤0.01%	10301
2024 Q3	–	Sell	-17,654	Closed	-$447K	–	14658
2024 Q2	$447K	Buy	+17,654	New	+$446K	﹤0.01%	8283
2021 Q4	–	Sell	-22,965	Closed	-$617K	–	14226
2021 Q3	$617K	Buy	22,965 +3,007	+15%	+$81.3K	﹤0.01%	9369
2021 Q2	$538K	Buy	+19,958	New	+$538K	﹤0.01%	9902
2021 Q1	–	Sell	-22,409	Closed	-$607K	–	13414
2020 Q4	$607K	Buy	+22,409	New	+$604K	﹤0.01%	7788
2020 Q3	–	Sell	-39,086	Closed	-$1.04M	–	10346
2020 Q2	$1.04M	Buy	+39,086	New	+$1.03M	﹤0.01%	5758

Other funds holding IBMO

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

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ken Griffin's IBMO Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026: 11,258 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #10559 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBMO as recently as Q3 2025.

Ken Griffin first reported a position in IBMO in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2020. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

Ken Griffin held 11,258 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $289K as of Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Ken Griffin position in Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #10559 holding.
Ken Griffin first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 7 quarters since.
Ken Griffin's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.04M in Q2 2020.
193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

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