Jeff Yass’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Jeff Yass’s Portfolio IBMI Stock Details IBMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-40,067	Closed	-$1.02M	–	11585
2020 Q2	$1.02M	Sell	40,067 -153,417	-79%	-$3.91M	﹤0.01%	5870
2020 Q1	$4.91M	Buy	+193,484	New	+$4.93M	﹤0.01%	2600
2019 Q4	–	Sell	-11,642	Closed	-$297K	–	11295
2019 Q3	$297K	Buy	+11,642	New	+$298K	﹤0.01%	8325
2016 Q4	–	Sell	-32,212	Closed	-$831K	–	10686
2016 Q3	$831K	Buy	+32,212	New	+$836K	﹤0.01%	5139
2016 Q1	–	Sell	-18,658	Closed	-$476K	–	10441
2015 Q4	$476K	Buy	+18,658	New	+$476K	﹤0.01%	6867

Other funds holding IBMI

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Jeff Yass's IBMI Position: Q3 2020 in Review

Jeff Yass sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 40,067 shares — an estimated $1.02M sold.

Jeff Yass first reported a position in IBMI in Q4 2015 and held it in 5 quarters. The position peaked at $4.91M in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Jeff Yass reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Jeff Yass sold 40,067 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $1.02M.
Jeff Yass first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2015 and held it in 5 quarters.
Jeff Yass's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $4.91M in Q1 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Susquehanna International Group's 13F filing for Q3 2020, filed 16 Nov 2020.