Ken Griffin
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Ken Griffin’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Ken Griffin’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Buy
+19,861
New +$455K ﹤0.01% 9530
2025
Q4 		– Sell
-74,253
Closed -$1.7M – 13278
2025
Q3 		$1.7M Buy
74,253
+63,570
+595% +$1.46M ﹤0.01% 6405
2025
Q2 		$245K Sell
10,683
-46,820
-81% -$1.07M ﹤0.01% 10258
2025
Q1 		$1.32M Sell
57,503
-25,932
-31% -$592K ﹤0.01% 6342
2024
Q4 		$1.9M Buy
83,435
+6,178
+8% +$141K ﹤0.01% 5735
2024
Q3 		$1.78M Buy
77,257
+24,459
+46% +$560K ﹤0.01% 5755
2024
Q2 		$1.2M Sell
52,798
-27,668
-34% -$625K ﹤0.01% 6250
2024
Q1 		$1.83M Buy
+80,466
New +$1.83M ﹤0.01% 5708
2023
Q4 		– Sell
-53,837
Closed -$1.21M – 14724
2023
Q3 		$1.21M Buy
53,837
+11,140
+26% +$251K ﹤0.01% 6183
2023
Q2 		$967K Buy
42,697
+1,694
+4% +$38.9K ﹤0.01% 6525
2023
Q1 		$946K Buy
41,003
+15,036
+58% +$344K ﹤0.01% 6896
2022
Q4 		$590K Buy
+25,967
New +$589K ﹤0.01% 7894
2022
Q3 		– Sell
-28,771
Closed -$678K – 13051
2022
Q2 		$678K Buy
28,771
+491
+2% +$11.6K ﹤0.01% 7951
2022
Q1 		$679K Sell
28,280
-36,753
-57% -$905K ﹤0.01% 8644
2021
Q4 		$1.64M Sell
65,033
-12,464
-16% -$316K ﹤0.01% 6692
2021
Q3 		$1.98M Sell
77,497
-4,004
-5% -$103K ﹤0.01% 6368
2021
Q2 		$2.09M Buy
81,501
+61,429
+306% +$1.57M ﹤0.01% 6517
2021
Q1 		$511K Buy
20,072
+11,383
+131% +$294K ﹤0.01% 9633
2020
Q4 		$228K Sell
8,689
-5,127
-37% -$134K ﹤0.01% 9537
2020
Q3 		$364K Sell
13,816
-23,660
-63% -$623K ﹤0.01% 7812
2020
Q2 		$985K Sell
37,476
-83,825
-69% -$2.19M ﹤0.01% 5853
2020
Q1 		$3.18M Buy
+121,301
New +$3.12M ﹤0.01% 3367

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ken Griffin's IBTG Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026: 19,861 shares worth $455K. The stake represents ﹤0.01% of the portfolio and ranks #9530 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBTG as recently as Q3 2025.

Ken Griffin first reported a position in IBTG in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.18M in Q1 2020. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Ken Griffin held 19,861 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $455K as of Q1 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new Ken Griffin position in Q1 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #9530 holding.
  • Ken Griffin first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2020 and has held it in 22 quarters since.
  • Ken Griffin's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.18M in Q1 2020.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

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