JY
IBMS

Jeff Yass’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Jeff Yass’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+7,787
New +$202K ﹤0.01% 11936
2025
Q3 		– Sell
-15,743
Closed -$404K – 14155
2025
Q2 		$404K Buy
+15,743
New +$399K ﹤0.01% 9655

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Jeff Yass's IBMS Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026: 7,787 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #11936 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IBMS as recently as Q2 2025.

Jeff Yass first reported a position in IBMS in Q2 2025 and has held it in 2 quarters since. The position peaked at $404K in Q2 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Jeff Yass held 7,787 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $201K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Jeff Yass position in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11936 holding.
  • Jeff Yass first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Jeff Yass's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $404K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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