JY
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Jeff Yass’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Jeff Yass’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36,177
Closed -$927K – 13906
2026
Q1 		$927K Buy
36,177
+18,098
+100% +$464K ﹤0.01% 8079
2025
Q4 		$463K Sell
18,079
-16,320
-47% -$418K ﹤0.01% 8971
2025
Q3 		$883K Buy
+34,399
New +$882K ﹤0.01% 7636
2025
Q2 		– Sell
-14,260
Closed -$364K – 13132
2025
Q1 		$364K Buy
+14,260
New +$364K ﹤0.01% 9627
2024
Q2 		– Sell
-10,311
Closed -$261K – 12568
2024
Q1 		$261K Buy
+10,311
New +$262K ﹤0.01% 10023
2023
Q4 		– Sell
-37,134
Closed -$921K – 12764
2023
Q3 		$921K Buy
37,134
+26,164
+239% +$656K ﹤0.01% 6808
2023
Q2 		$276K Sell
10,970
-27,673
-72% -$699K ﹤0.01% 9614
2023
Q1 		$987K Buy
+38,643
New +$980K ﹤0.01% 6847
2021
Q2 		– Sell
-7,702
Closed -$207K – 12862
2021
Q1 		$207K Sell
7,702
-14,589
-65% -$394K ﹤0.01% 11364
2020
Q4 		$603K Buy
+22,291
New +$601K ﹤0.01% 7874
2020
Q3 		– Sell
-16,571
Closed -$442K – 10798
2020
Q2 		$442K Sell
16,571
-9,977
-38% -$262K ﹤0.01% 7629
2020
Q1 		$685K Buy
26,548
+18,551
+232% +$483K ﹤0.01% 6243
2019
Q4 		$208K Buy
+7,997
New +$207K ﹤0.01% 8702

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's IBMO Position: Q2 2026 in Review

Jeff Yass sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 36,177 shares — an estimated $927K sold.

Jeff Yass first reported a position in IBMO in Q4 2019 and held it in 13 quarters. The position peaked at $987K in Q1 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Jeff Yass reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 36,177 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $927K.
  • Jeff Yass first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and held it in 13 quarters.
  • Jeff Yass's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $987K in Q1 2023.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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