Jeff Yass’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Jeff Yass’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.26M	Buy	108,227 +96,938	+859%	+$2.02M	﹤0.01%	6213
2026 Q1	$236K	Buy	+11,289	New	+$238K	﹤0.01%	11378
2024 Q2	–	Sell	-69,970	Closed	-$1.43M	–	12564
2024 Q1	$1.43M	Buy	69,970 +116	+0.2%	+$2.37K	﹤0.01%	6109
2023 Q4	$1.45M	Buy	+69,854	New	+$1.38M	﹤0.01%	6084
2023 Q3	–	Sell	-37,506	Closed	-$760K	–	12422
2023 Q2	$760K	Buy	+37,506	New	+$765K	﹤0.01%	7323
2023 Q1	–	Sell	-16,898	Closed	-$336K	–	12978
2022 Q4	$336K	Buy	+16,898	New	+$334K	﹤0.01%	8821

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Jeff Yass's IBDW Position: Q2 2026 in Review

Jeff Yass increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 859% in Q2 2026, buying an estimated $2.02M and bringing the position to 108,227 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #6213.

Jeff Yass first reported a position in IBDW in Q4 2022 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Jeff Yass held 108,227 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.26M as of Q2 2026.
Jeff Yass bought 96,938 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $2.02M.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6213 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 6 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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