Jeff Yass’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Jeff Yass’s Portfolio IBIE Stock Details IBIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	+9,772	New	+$257K	﹤0.01%	11392
2025 Q4	–	Sell	-10,782	Closed	-$285K	–	12901
2025 Q3	$285K	Sell	10,782 -9,179	-46%	-$241K	﹤0.01%	10236
2025 Q2	$525K	Buy	19,961 +5,649	+39%	+$147K	﹤0.01%	9068
2025 Q1	$376K	Sell	14,312 -13,949	-49%	-$360K	﹤0.01%	9559
2024 Q4	$718K	Buy	+28,261	New	+$724K	﹤0.01%	7761

Other funds holding IBIE

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jeff Yass's IBIE Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q2 2026: 9,772 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #11392 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IBIE as recently as Q3 2025.

Jeff Yass first reported a position in IBIE in Q4 2024 and has held it in 5 quarters since. The position peaked at $718K in Q4 2024. 38 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

Jeff Yass held 9,772 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $257K as of Q2 2026.
iShares iBonds Oct 2028 Term TIPS ETF was a new Jeff Yass position in Q2 2026.
iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11392 holding.
Jeff Yass first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q4 2024 and has held it in 5 quarters since.
Jeff Yass's iShares iBonds Oct 2028 Term TIPS ETF position peaked at $718K in Q4 2024.
38 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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