Jeff Yass’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Jeff Yass’s Portfolio IBDY Stock Details IBDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.27M	Sell	204,577 -71,017	-26%	-$1.83M	﹤0.01%	4513
2026 Q1	$7.12M	Buy	+275,594	New	+$7.19M	﹤0.01%	3629
2025 Q4	–	Sell	-10,915	Closed	-$286K	–	12898
2025 Q3	$286K	Buy	+10,915	New	+$283K	﹤0.01%	10229
2025 Q1	–	Sell	-11,279	Closed	-$283K	–	12899
2024 Q4	$283K	Buy	+11,279	New	+$289K	﹤0.01%	9954
2024 Q2	–	Sell	-51,029	Closed	-$1.3M	–	12565
2024 Q1	$1.3M	Sell	51,029 -46,808	-48%	-$1.19M	﹤0.01%	6297
2023 Q4	$2.53M	Buy	+97,837	New	+$2.39M	﹤0.01%	4881

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

CAI

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

SIC

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Jeff Yass's IBDY Position: Q2 2026 in Review

Jeff Yass reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 26% in Q2 2026, selling an estimated $1.83M and leaving 204,577 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #4513.

Jeff Yass first reported a position in IBDY in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.12M in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Jeff Yass held 204,577 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.27M as of Q2 2026.
Jeff Yass sold 71,017 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $1.83M.
iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4513 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 6 quarters since.
Jeff Yass's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $7.12M in Q1 2026.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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