JY
IBMM

Jeff Yass’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Jeff Yass’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,565
Closed -$1.06M – 13468
2024
Q2 		$1.06M Buy
+40,565
New +$1.05M ﹤0.01% 6441
2024
Q1 		– Sell
-17,234
Closed -$447K – 13888
2023
Q4 		$447K Buy
17,234
+888
+5% +$22.9K ﹤0.01% 8950
2023
Q3 		$420K Sell
16,346
-18,370
-53% -$473K ﹤0.01% 8637
2023
Q2 		$894K Buy
+34,716
New +$893K ﹤0.01% 6957
2022
Q1 		– Sell
-9,211
Closed -$247K – 14657
2021
Q4 		$247K Buy
+9,211
New +$247K ﹤0.01% 10977
2021
Q1 		– Sell
-13,342
Closed -$361K – 13274
2020
Q4 		$361K Buy
+13,342
New +$361K ﹤0.01% 8916
2020
Q2 		– Sell
-58,497
Closed -$1.53M – 11529
2020
Q1 		$1.53M Buy
58,497
+41,523
+245% +$1.1M ﹤0.01% 4461
2019
Q4 		$449K Buy
16,974
+6,629
+64% +$175K ﹤0.01% 7203
2019
Q3 		$272K Buy
+10,345
New +$274K ﹤0.01% 8517
2018
Q3 		– Sell
-31,737
Closed -$800K – 10948
2018
Q2 		$800K Buy
+31,737
New +$796K ﹤0.01% 5821

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's IBMM Position: Q3 2024 in Review

Jeff Yass sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 40,565 shares — an estimated $1.06M sold.

Jeff Yass first reported a position in IBMM in Q2 2018 and held it in 10 quarters. The position peaked at $1.53M in Q1 2020. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • Jeff Yass reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 40,565 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $1.06M.
  • Jeff Yass first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2018 and held it in 10 quarters.
  • Jeff Yass's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.53M in Q1 2020.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.