JY
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Jeff Yass’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Jeff Yass’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,918
Closed -$279K – 12906
2025
Q3 		$279K Buy
+10,918
New +$278K ﹤0.01% 10292
2025
Q1 		– Sell
-8,549
Closed -$214K – 12902
2024
Q4 		$214K Buy
+8,549
New +$215K ﹤0.01% 10594
2023
Q3 		– Sell
-26,673
Closed -$662K – 12424
2023
Q2 		$662K Buy
+26,673
New +$660K ﹤0.01% 7660

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Jeff Yass's IBMR Position: Q4 2025 in Review

Jeff Yass sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2025, closing a stake of 10,918 shares — an estimated $279K sold.

Jeff Yass first reported a position in IBMR in Q2 2023 and held it in 3 quarters. The position peaked at $662K in Q2 2023. 119 funds tracked by Wall St. Rank hold IBMR as of Q4 2025.

  • Jeff Yass reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 10,918 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q4 2025, an estimated $279K.
  • Jeff Yass first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2023 and held it in 3 quarters.
  • Jeff Yass's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $662K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.