Jeff Yass’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Jeff Yass’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.08M	Buy	178,350 +45,495	+34%	+$1.04M	﹤0.01%	5007
2026 Q1	$3.04M	Buy	132,855 +86,586	+187%	+$1.98M	﹤0.01%	5241
2025 Q4	$1.06M	Buy	+46,269	New	+$1.06M	﹤0.01%	7052
2025 Q3	–	Sell	-16,922	Closed	-$388K	–	13063
2025 Q2	$388K	Buy	+16,922	New	+$387K	﹤0.01%	9767
2025 Q1	–	Sell	-17,347	Closed	-$396K	–	12903
2024 Q4	$396K	Buy	17,347 +976	+6%	+$22.3K	﹤0.01%	9235
2024 Q3	$378K	Sell	16,371 -18,940	-54%	-$433K	﹤0.01%	9107
2024 Q2	$800K	Buy	35,311 +24,604	+230%	+$555K	﹤0.01%	7115
2024 Q1	$243K	Sell	10,707 -51,379	-83%	-$1.17M	﹤0.01%	10183
2023 Q4	$1.42M	Sell	62,086 -20,046	-24%	-$452K	﹤0.01%	6128
2023 Q3	$1.85M	Buy	+82,132	New	+$1.85M	﹤0.01%	5291
2022 Q4	–	Sell	-48,047	Closed	-$1.09M	–	12969
2022 Q3	$1.09M	Buy	+48,047	New	+$1.12M	﹤0.01%	6420

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Jeff Yass's IBTG Position: Q2 2026 in Review

Jeff Yass increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 34% in Q2 2026, buying an estimated $1.04M and bringing the position to 178,350 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #5007.

Jeff Yass first reported a position in IBTG in Q3 2022 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Jeff Yass held 178,350 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.08M as of Q2 2026.
Jeff Yass bought 45,495 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.04M.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5007 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2022 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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