Jeff Yass’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Jeff Yass’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-40,041	Closed	-$892K	–	13908
2026 Q1	$892K	Sell	40,041 -23,506	-37%	-$525K	﹤0.01%	8185
2025 Q4	$1.42M	Sell	63,547 -52,064	-45%	-$1.17M	﹤0.01%	6382
2025 Q3	$2.59M	Buy	+115,611	New	+$2.58M	﹤0.01%	5256
2025 Q2	–	Sell	-44,442	Closed	-$989K	–	13134
2025 Q1	$989K	Buy	+44,442	New	+$978K	﹤0.01%	7290
2024 Q4	–	Sell	-13,008	Closed	-$293K	–	12642
2024 Q3	$293K	Buy	+13,008	New	+$290K	﹤0.01%	9656
2024 Q2	–	Sell	-45,088	Closed	-$989K	–	12570
2024 Q1	$989K	Buy	+45,088	New	+$992K	﹤0.01%	6947
2023 Q1	–	Sell	-24,758	Closed	-$543K	–	12980
2022 Q4	$543K	Buy	+24,758	New	+$543K	﹤0.01%	7633

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Jeff Yass's IBTI Position: Q2 2026 in Review

Jeff Yass sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 40,041 shares — an estimated $892K sold.

Jeff Yass first reported a position in IBTI in Q4 2022 and held it in 7 quarters. The position peaked at $2.59M in Q3 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Jeff Yass reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 40,041 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $892K.
Jeff Yass first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and held it in 7 quarters.
Jeff Yass's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.59M in Q3 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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