JY
IBDO

Jeff Yass’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Jeff Yass’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-119,840
Closed -$3.04M – 13611
2023
Q3 		$3.04M Buy
119,840
+33,167
+38% +$839K ﹤0.01% 4359
2023
Q2 		$2.19M Buy
+86,673
New +$2.18M ﹤0.01% 4963
2021
Q1 		– Sell
-10,966
Closed -$288K – 12995
2020
Q4 		$288K Buy
+10,966
New +$288K ﹤0.01% 9357
2019
Q2 		– Sell
-32,982
Closed -$825K – 11002
2019
Q1 		$825K Buy
32,982
+21,169
+179% +$520K ﹤0.01% 5372
2018
Q4 		$286K Buy
11,813
+860
+8% +$20.7K ﹤0.01% 7098
2018
Q3 		$266K Buy
+10,953
New +$266K ﹤0.01% 7701
2018
Q2 		– Sell
-19,618
Closed -$480K – 10639
2018
Q1 		$480K Sell
19,618
-11,315
-37% -$279K ﹤0.01% 6718
2017
Q4 		$775K Buy
+30,933
New +$778K ﹤0.01% 5749
2017
Q2 		– Sell
-28,014
Closed -$698K – 9996
2017
Q1 		$698K Buy
+28,014
New +$695K ﹤0.01% 5878
2016
Q4 		– Sell
-69,951
Closed -$1.8M – 10319
2016
Q3 		$1.8M Buy
+69,951
New +$1.8M ﹤0.01% 3737

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jeff Yass's IBDO Position: Q4 2023 in Review

Jeff Yass sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 119,840 shares — an estimated $3.04M sold.

Jeff Yass first reported a position in IBDO in Q3 2016 and held it in 10 quarters. The position peaked at $3.04M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Jeff Yass reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Jeff Yass sold 119,840 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $3.04M.
  • Jeff Yass first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2016 and held it in 10 quarters.
  • Jeff Yass's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.04M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Susquehanna International Group's 13F filing for Q4 2023, filed 14 Feb 2024.