Jeff Yass’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Jeff Yass’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-523,836	Closed	-$11.5M	–	13903
2026 Q1	$11.5M	Buy	+523,836	New	+$11.6M	﹤0.01%	2905
2025 Q1	–	Sell	-62,630	Closed	-$1.34M	–	12897
2024 Q4	$1.34M	Buy	+62,630	New	+$1.35M	﹤0.01%	6240
2024 Q3	–	Sell	-26,178	Closed	-$557K	–	12438
2024 Q2	$557K	Buy	26,178 +10,018	+62%	+$212K	﹤0.01%	7999
2024 Q1	$346K	Sell	16,160 -75,621	-82%	-$1.62M	﹤0.01%	9379
2023 Q4	$1.99M	Buy	91,781 +80,576	+719%	+$1.67M	﹤0.01%	5362
2023 Q3	$228K	Sell	11,205 -63,566	-85%	-$1.32M	﹤0.01%	9935
2023 Q2	$1.59M	Buy	+74,771	New	+$1.59M	﹤0.01%	5640
2023 Q1	–	Sell	-36,771	Closed	-$765K	–	12977
2022 Q4	$765K	Buy	+36,771	New	+$758K	﹤0.01%	6771
2021 Q3	–	Sell	-18,083	Closed	-$461K	–	13101
2021 Q2	$461K	Buy	+18,083	New	+$454K	﹤0.01%	9770
2020 Q4	–	Sell	-32,284	Closed	-$832K	–	11314
2020 Q3	$832K	Buy	+32,284	New	+$835K	﹤0.01%	6567

Other funds holding IBDV

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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jeff Yass's IBDV Position: Q2 2026 in Review

Jeff Yass sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026, closing a stake of 523,836 shares — an estimated $11.5M sold.

Jeff Yass first reported a position in IBDV in Q3 2020 and held it in 10 quarters. The position peaked at $11.5M in Q1 2026. 355 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Jeff Yass reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 523,836 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $11.5M.
Jeff Yass first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2020 and held it in 10 quarters.
Jeff Yass's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $11.5M in Q1 2026.
355 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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