Jeff Yass’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Jeff Yass’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55M	Sell	110,044 -95,186	-46%	-$2.21M	﹤0.01%	5939
2026 Q1	$4.77M	Buy	205,230 +180,953	+745%	+$4.23M	﹤0.01%	4319
2025 Q4	$568K	Buy	+24,277	New	+$569K	﹤0.01%	8476
2025 Q3	–	Sell	-13,616	Closed	-$318K	–	13059
2025 Q2	$318K	Sell	13,616 -11,984	-47%	-$276K	﹤0.01%	10207
2025 Q1	$592K	Buy	+25,600	New	+$587K	﹤0.01%	8533
2023 Q2	–	Sell	-18,785	Closed	-$430K	–	12535
2023 Q1	$430K	Buy	+18,785	New	+$425K	﹤0.01%	8923
2022 Q1	–	Sell	-33,772	Closed	-$889K	–	13433
2021 Q4	$889K	Buy	+33,772	New	+$892K	﹤0.01%	7597
2020 Q3	–	Sell	-38,805	Closed	-$1.04M	–	10797
2020 Q2	$1.04M	Buy	+38,805	New	+$999K	﹤0.01%	5836

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

Jeff Yass's IBDU Position: Q2 2026 in Review

Jeff Yass reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 46% in Q2 2026, selling an estimated $2.21M and leaving 110,044 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #5939.

Jeff Yass first reported a position in IBDU in Q2 2020 and has held it in 8 quarters since. The position peaked at $4.77M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Jeff Yass held 110,044 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.55M as of Q2 2026.
Jeff Yass sold 95,186 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.21M.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5939 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2020 and has held it in 8 quarters since.
Jeff Yass's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.77M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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