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Jeff Yass’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Jeff Yass’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,000
Closed -$220K – 12766
2023
Q3 		$220K Buy
+9,000
New +$225K ﹤0.01% 10029
2022
Q2 		– Sell
-11,106
Closed -$283K – 13335
2022
Q1 		$283K Buy
+11,106
New +$292K ﹤0.01% 10407
2021
Q1 		– Sell
-11,547
Closed -$319K – 12488
2020
Q4 		$319K Buy
+11,547
New +$316K ﹤0.01% 9139

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jeff Yass's IBMQ Position: Q4 2023 in Review

Jeff Yass sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2023, closing a stake of 9,000 shares — an estimated $220K sold.

Jeff Yass first reported a position in IBMQ in Q4 2020 and held it in 3 quarters. The position peaked at $319K in Q4 2020. 101 funds tracked by Wall St. Rank hold IBMQ as of Q4 2023.

  • Jeff Yass reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Jeff Yass sold 9,000 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2023, an estimated $220K.
  • Jeff Yass first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2020 and held it in 3 quarters.
  • Jeff Yass's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $319K in Q4 2020.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2023.

Based on Susquehanna International Group's 13F filing for Q4 2023, filed 14 Feb 2024.