Jeff Yass’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Jeff Yass’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$330K	Sell	13,077 -230,811	-95%	-$5.83M	﹤0.01%	10826
2026 Q1	$6.18M	Buy	243,888 +185,502	+318%	+$4.72M	﹤0.01%	3873
2025 Q4	$1.49M	Buy	58,386 +34,551	+145%	+$880K	﹤0.01%	6278
2025 Q3	$608K	Buy	+23,835	New	+$606K	﹤0.01%	8517
2025 Q1	–	Sell	-48,601	Closed	-$1.21M	–	12896
2024 Q4	$1.21M	Buy	+48,601	New	+$1.22M	﹤0.01%	6495
2024 Q3	–	Sell	-269,287	Closed	-$6.67M	–	12437
2024 Q2	$6.67M	Buy	+269,287	New	+$6.64M	﹤0.01%	3000
2024 Q1	–	Sell	-8,203	Closed	-$206K	–	12672
2023 Q4	$206K	Buy	+8,203	New	+$199K	﹤0.01%	10628
2023 Q1	–	Sell	-11,841	Closed	-$288K	–	12976
2022 Q4	$288K	Buy	+11,841	New	+$285K	﹤0.01%	9197
2022 Q3	–	Sell	-10,155	Closed	-$253K	–	13603
2022 Q2	$253K	Buy	+10,155	New	+$257K	﹤0.01%	10026
2021 Q1	–	Sell	-47,888	Closed	-$1.42M	–	12486
2020 Q4	$1.42M	Buy	47,888 +19,693	+70%	+$576K	﹤0.01%	5864
2020 Q3	$820K	Buy	28,195 +9,182	+48%	+$269K	﹤0.01%	6605
2020 Q2	$548K	Sell	19,013 -7,654	-29%	-$213K	﹤0.01%	7179
2020 Q1	$700K	Buy	+26,667	New	+$737K	﹤0.01%	6194
2019 Q4	–	Sell	-29,620	Closed	-$822K	–	10108
2019 Q3	$822K	Buy	29,620 +8,417	+40%	+$231K	﹤0.01%	6133
2019 Q2	$576K	Buy	21,203 +2,613	+14%	+$68.8K	﹤0.01%	6984
2019 Q1	$486K	Buy	+18,590	New	+$473K	﹤0.01%	6342

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's IBDT Position: Q2 2026 in Review

Jeff Yass reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 95% in Q2 2026, selling an estimated $5.83M and leaving 13,077 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #10826.

Jeff Yass first reported a position in IBDT in Q1 2019 and has held it in 16 quarters since. The position peaked at $6.67M in Q2 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Jeff Yass held 13,077 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $330K as of Q2 2026.
Jeff Yass sold 230,811 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $5.83M.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10826 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 16 quarters since.
Jeff Yass's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $6.67M in Q2 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.