JY
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Jeff Yass’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Jeff Yass’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32,967
Closed -$864K – 13061
2025
Q2 		$864K Buy
32,967
+15,957
+94% +$417K ﹤0.01% 7804
2025
Q1 		$447K Sell
17,010
-10,197
-37% -$264K ﹤0.01% 9142
2024
Q4 		$694K Buy
+27,207
New +$697K ﹤0.01% 7839

Other funds holding IBID

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Jeff Yass's IBID Position: Q3 2025 in Review

Jeff Yass sold out of iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q3 2025, closing a stake of 32,967 shares — an estimated $864K sold.

Jeff Yass first reported a position in IBID in Q4 2024 and held it in 3 quarters. The position peaked at $864K in Q2 2025. 19 funds tracked by Wall St. Rank hold IBID as of Q3 2025.

  • Jeff Yass reported no remaining iShares iBonds Oct 2027 Term TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 32,967 iShares iBonds Oct 2027 Term TIPS ETF shares in Q3 2025, an estimated $864K.
  • Jeff Yass first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2024 and held it in 3 quarters.
  • Jeff Yass's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $864K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.