JY
IBMK

Jeff Yass’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Jeff Yass’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-63,037
Closed -$1.63M – 14473
2022
Q3 		$1.63M Buy
+63,037
New +$1.63M ﹤0.01% 5387
2022
Q1 		– Sell
-11,973
Closed -$312K – 14418
2021
Q4 		$312K Sell
11,973
-27,770
-70% -$725K ﹤0.01% 10404
2021
Q3 		$1.04M Buy
+39,743
New +$1.04M ﹤0.01% 7457
2020
Q4 		– Sell
-12,223
Closed -$324K – 11949
2020
Q3 		$324K Sell
12,223
-4,357
-26% -$115K ﹤0.01% 8547
2020
Q2 		$438K Sell
16,580
-215,219
-93% -$5.65M ﹤0.01% 7641
2020
Q1 		$6.03M Buy
+231,799
New +$6.06M ﹤0.01% 2339
2019
Q4 		– Sell
-24,003
Closed -$627K – 10953
2019
Q3 		$627K Buy
+24,003
New +$629K ﹤0.01% 6766
2018
Q1 		– Sell
-22,746
Closed -$584K – 10456
2017
Q4 		$584K Buy
+22,746
New +$589K ﹤0.01% 6353
2016
Q2 		– Sell
-25,379
Closed -$661K – 9543
2016
Q1 		$661K Buy
+25,379
New +$662K ﹤0.01% 5898

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Jeff Yass's IBMK Position: Q4 2022 in Review

Jeff Yass sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 63,037 shares — an estimated $1.63M sold.

Jeff Yass first reported a position in IBMK in Q1 2016 and held it in 9 quarters. The position peaked at $6.03M in Q1 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Jeff Yass reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Jeff Yass sold 63,037 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.63M.
  • Jeff Yass first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2016 and held it in 9 quarters.
  • Jeff Yass's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.03M in Q1 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Susquehanna International Group's 13F filing for Q4 2022, filed 14 Feb 2023.