Ken Griffin
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Ken Griffin’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Ken Griffin’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.85M Buy
+83,223
New +$1.86M ﹤0.01% 6234
2025
Q4 		– Sell
-133,127
Closed -$2.98M – 13279
2025
Q3 		$2.98M Buy
133,127
+92,261
+226% +$2.06M ﹤0.01% 5322
2025
Q2 		$914K Sell
40,866
-84,601
-67% -$1.88M ﹤0.01% 7306
2025
Q1 		$2.79M Buy
+125,467
New +$2.76M ﹤0.01% 4893
2024
Q2 		– Sell
-62,456
Closed -$1.37M – 14780
2024
Q1 		$1.37M Buy
+62,456
New +$1.37M ﹤0.01% 6270
2023
Q4 		– Sell
-27,260
Closed -$587K – 14726
2023
Q3 		$587K Buy
27,260
+4,550
+20% +$99.1K ﹤0.01% 7708
2023
Q2 		$500K Buy
22,710
+10,594
+87% +$237K ﹤0.01% 7944
2023
Q1 		$272K Sell
12,116
-18,315
-60% -$407K ﹤0.01% 9567
2022
Q4 		$668K Buy
30,431
+15,865
+109% +$348K ﹤0.01% 7645
2022
Q3 		$318K Sell
14,566
-486
-3% -$11.1K ﹤0.01% 9440
2022
Q2 		$345K Sell
15,052
-8,751
-37% -$201K ﹤0.01% 9496
2022
Q1 		$565K Sell
23,803
-14,313
-38% -$349K ﹤0.01% 9091
2021
Q4 		$959K Sell
38,116
-4,983
-12% -$126K ﹤0.01% 8074
2021
Q3 		$1.09M Buy
+43,099
New +$1.11M ﹤0.01% 7911
2021
Q2 		– Sell
-62,428
Closed -$1.56M – 13999
2021
Q1 		$1.56M Buy
62,428
+26,510
+74% +$681K ﹤0.01% 7003
2020
Q4 		$944K Buy
+35,918
New +$946K ﹤0.01% 6913
2020
Q3 		– Sell
-89,448
Closed -$2.38M – 10348
2020
Q2 		$2.38M Sell
89,448
-2,100
-2% -$55.7K ﹤0.01% 4266
2020
Q1 		$2.42M Buy
+91,548
New +$2.37M ﹤0.01% 3836

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Ken Griffin's IBTI Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2026: 83,223 shares worth $1.85M. The stake represents ﹤0.01% of the portfolio and ranks #6234 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBTI as recently as Q3 2025.

Ken Griffin first reported a position in IBTI in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.98M in Q3 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Ken Griffin held 83,223 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.85M as of Q1 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Ken Griffin position in Q1 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #6234 holding.
  • Ken Griffin first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2020 and has held it in 18 quarters since.
  • Ken Griffin's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.98M in Q3 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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