Jeff Yass’s Fidelity Tactical Bond ETF FTBD Stock Holding History

Jeff Yass’s Portfolio FTBD Stock Details FTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,022	Closed	-$540K	–	12404
2024 Q1	$540K	Buy	+11,022	New	+$540K	﹤0.01%	8321

Other funds holding FTBD

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jeff Yass's FTBD Position: Q2 2024 in Review

Jeff Yass sold out of Fidelity Tactical Bond ETF (FTBD) in Q2 2024, closing a stake of 11,022 shares — an estimated $540K sold.

Jeff Yass first reported a position in FTBD in Q1 2024 and held it in 1 quarter. The position peaked at $540K in Q1 2024. 9 funds tracked by Wall St. Rank hold FTBD as of Q2 2024.

Jeff Yass reported no remaining Fidelity Tactical Bond ETF position as of Q2 2024 after selling out during the quarter.
Jeff Yass sold 11,022 Fidelity Tactical Bond ETF shares in Q2 2024, an estimated $540K.
Jeff Yass first reported a position in Fidelity Tactical Bond ETF in Q1 2024 and held it in 1 quarter.
Jeff Yass's Fidelity Tactical Bond ETF position peaked at $540K in Q1 2024.
9 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2024.

Based on Susquehanna International Group's 13F filing for Q2 2024, filed 15 Aug 2024.