JY
IBMH

Jeff Yass’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Jeff Yass’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-32,615
Closed -$830K – 11233
2019
Q2 		$830K Buy
32,615
+23,158
+245% +$589K ﹤0.01% 6121
2019
Q1 		$241K Sell
9,457
-1,655
-15% -$42K ﹤0.01% 7588
2018
Q4 		$282K Buy
11,112
+2,864
+35% +$72.6K ﹤0.01% 7123
2018
Q3 		$209K Buy
+8,248
New +$209K ﹤0.01% 8144
2018
Q2 		– Sell
-15,562
Closed -$394K – 10839
2018
Q1 		$394K Buy
15,562
+2,062
+15% +$52.3K ﹤0.01% 7120
2017
Q4 		$342K Buy
+13,500
New +$343K ﹤0.01% 7360
2017
Q2 		– Sell
-46,648
Closed -$1.19M – 10183
2017
Q1 		$1.19M Buy
+46,648
New +$1.19M ﹤0.01% 4768
2016
Q4 		– Sell
-29,812
Closed -$765K – 10442
2016
Q3 		$765K Buy
+29,812
New +$768K ﹤0.01% 5305
2015
Q3 		– Sell
-15,390
Closed -$390K – 10522
2015
Q2 		$390K Buy
+15,390
New +$390K ﹤0.01% 8071
2014
Q3 		– Sell
-44,061
Closed -$1.12M – 10218
2014
Q2 		$1.12M Buy
+44,061
New +$1.11M ﹤0.01% 5809

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Jeff Yass's IBMH Position: Q3 2019 in Review

Jeff Yass sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 32,615 shares — an estimated $830K sold.

Jeff Yass first reported a position in IBMH in Q2 2014 and held it in 10 quarters. The position peaked at $1.19M in Q1 2017. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Jeff Yass reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Jeff Yass sold 32,615 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $830K.
  • Jeff Yass first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2014 and held it in 10 quarters.
  • Jeff Yass's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.19M in Q1 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Susquehanna International Group's 13F filing for Q3 2019, filed 14 Nov 2019.