Jeff Yass’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Jeff Yass’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$949K	Sell	37,665 -148,762	-80%	-$3.75M	﹤0.01%	8341
2026 Q1	$4.71M	Buy	+186,427	New	+$4.76M	﹤0.01%	4341
2025 Q4	–	Sell	-59,693	Closed	-$1.53M	–	12897
2025 Q3	$1.53M	Buy	+59,693	New	+$1.51M	﹤0.01%	6377
2025 Q1	–	Sell	-14,565	Closed	-$358K	–	12898
2024 Q4	$358K	Buy	+14,565	New	+$364K	﹤0.01%	9435
2024 Q3	–	Sell	-24,507	Closed	-$602K	–	12439
2024 Q2	$602K	Sell	24,507 -3,567	-13%	-$87.1K	﹤0.01%	7818
2024 Q1	$697K	Buy	+28,074	New	+$696K	﹤0.01%	7708
2023 Q3	–	Sell	-26,698	Closed	-$657K	–	12423
2023 Q2	$657K	Buy	26,698 +4,609	+21%	+$114K	﹤0.01%	7673
2023 Q1	$554K	Sell	22,089 -24,017	-52%	-$595K	﹤0.01%	8316
2022 Q4	$1.11M	Buy	+46,106	New	+$1.11M	﹤0.01%	5929

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Jeff Yass's IBDX Position: Q2 2026 in Review

Jeff Yass reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 80% in Q2 2026, selling an estimated $3.75M and leaving 37,665 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #8341.

Jeff Yass first reported a position in IBDX in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.71M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Jeff Yass held 37,665 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $949K as of Q2 2026.
Jeff Yass sold 148,762 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $3.75M.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8341 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 9 quarters since.
Jeff Yass's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $4.71M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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