Jeff Yass’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Jeff Yass’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	+11,783	New	+$299K	﹤0.01%	11045
2023 Q4	–	Sell	-10,766	Closed	-$264K	–	12765
2023 Q3	$264K	Buy	+10,766	New	+$268K	﹤0.01%	9645
2022 Q3	–	Sell	-9,814	Closed	-$247K	–	13604
2022 Q2	$247K	Sell	9,814 -15,118	-61%	-$378K	﹤0.01%	10097
2022 Q1	$634K	Buy	+24,932	New	+$653K	﹤0.01%	8312
2021 Q1	–	Sell	-21,609	Closed	-$590K	–	12487
2020 Q4	$590K	Buy	+21,609	New	+$586K	﹤0.01%	7921
2020 Q3	–	Sell	-11,643	Closed	-$312K	–	10799
2020 Q2	$312K	Sell	11,643 -8,811	-43%	-$232K	﹤0.01%	8288
2020 Q1	$532K	Buy	20,454 +12,693	+164%	+$332K	﹤0.01%	6811
2019 Q4	$202K	Sell	7,761 -2,107	-21%	-$54.7K	﹤0.01%	8754
2019 Q3	$257K	Buy	+9,868	New	+$257K	﹤0.01%	8632

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's IBMP Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026: 11,783 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #11045 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IBMP as recently as Q3 2023.

Jeff Yass first reported a position in IBMP in Q3 2019 and has held it in 9 quarters since. The position peaked at $634K in Q1 2022. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Jeff Yass held 11,783 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $300K as of Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Jeff Yass position in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11045 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2019 and has held it in 9 quarters since.
Jeff Yass's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $634K in Q1 2022.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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