Ken Griffin
IBTJ icon

Ken Griffin’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Ken Griffin’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Buy
+12,410
New +$272K ﹤0.01% 10701
2025
Q4 		– Sell
-102,588
Closed -$2.25M – 13280
2025
Q3 		$2.25M Buy
102,588
+9,984
+11% +$218K ﹤0.01% 5840
2025
Q2 		$2.03M Buy
+92,604
New +$2.01M ﹤0.01% 5675
2024
Q3 		– Sell
-28,315
Closed -$605K – 14663
2024
Q2 		$605K Sell
28,315
-82,907
-75% -$1.76M ﹤0.01% 7651
2024
Q1 		$2.39M Buy
+111,222
New +$2.4M ﹤0.01% 5182
2023
Q2 		– Sell
-46,588
Closed -$1.03M – 14742
2023
Q1 		$1.03M Buy
46,588
+12,684
+37% +$278K ﹤0.01% 6712
2022
Q4 		$732K Buy
+33,904
New +$733K ﹤0.01% 7445
2022
Q3 		– Sell
-23,134
Closed -$527K – 13052
2022
Q2 		$527K Buy
+23,134
New +$527K ﹤0.01% 8526
2022
Q1 		– Sell
-29,672
Closed -$745K – 14020
2021
Q4 		$745K Sell
29,672
-58,428
-66% -$1.47M ﹤0.01% 8675
2021
Q3 		$2.22M Sell
88,100
-3,145
-3% -$80.2K ﹤0.01% 6089
2021
Q2 		$2.3M Buy
91,245
+18,184
+25% +$456K ﹤0.01% 6241
2021
Q1 		$1.81M Buy
73,061
+30,656
+72% +$782K ﹤0.01% 6635
2020
Q4 		$1.11M Buy
+42,405
New +$1.12M ﹤0.01% 6579
2020
Q3 		– Sell
-30,856
Closed -$822K – 10349
2020
Q2 		$822K Sell
30,856
-16,310
-35% -$433K ﹤0.01% 6192
2020
Q1 		$1.25M Buy
+47,166
New +$1.22M ﹤0.01% 4929

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ken Griffin's IBTJ Position: Q1 2026 in Review

Ken Griffin opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2026: 12,410 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #10701 among its holdings. This is a return to the name: Ken Griffin previously reported a position in IBTJ as recently as Q3 2025.

Ken Griffin first reported a position in IBTJ in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.39M in Q1 2024. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Ken Griffin held 12,410 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $271K as of Q1 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Ken Griffin position in Q1 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #10701 holding.
  • Ken Griffin first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2020 and has held it in 15 quarters since.
  • Ken Griffin's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.39M in Q1 2024.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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