Jeff Yass’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Jeff Yass’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	+49,694	New	+$1.08M	﹤0.01%	8016
2025 Q1	–	Sell	-37,738	Closed	-$805K	–	12904
2024 Q4	$805K	Buy	+37,738	New	+$813K	﹤0.01%	7494
2024 Q1	–	Sell	-36,894	Closed	-$804K	–	12675
2023 Q4	$804K	Sell	36,894 -499	-1%	-$10.6K	﹤0.01%	7525
2023 Q3	$785K	Buy	+37,393	New	+$798K	﹤0.01%	7179
2023 Q1	–	Sell	-24,015	Closed	-$518K	–	12981
2022 Q4	$518K	Buy	+24,015	New	+$519K	﹤0.01%	7769

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jeff Yass's IBTJ Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 49,694 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #8016 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IBTJ as recently as Q4 2024.

Jeff Yass first reported a position in IBTJ in Q4 2022 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Jeff Yass held 49,694 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.08M as of Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new Jeff Yass position in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8016 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2022 and has held it in 5 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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