Jeff Yass’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Jeff Yass’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,406	Closed	-$266K	–	12910
2025 Q3	$266K	Buy	+13,406	New	+$265K	﹤0.01%	10392
2025 Q2	–	Sell	-88,324	Closed	-$1.74M	–	13135
2025 Q1	$1.74M	Buy	88,324 +12,554	+17%	+$243K	﹤0.01%	5839
2024 Q4	$1.45M	Buy	75,770 +64,755	+588%	+$1.26M	﹤0.01%	6022
2024 Q3	$221K	Sell	11,015 -2,323	-17%	-$46K	﹤0.01%	10261
2024 Q2	$257K	Buy	+13,338	New	+$255K	﹤0.01%	9793
2024 Q1	–	Sell	-59,015	Closed	-$1.16M	–	12676
2023 Q4	$1.16M	Buy	59,015 +44,381	+303%	+$846K	﹤0.01%	6611
2023 Q3	$277K	Buy	+14,634	New	+$282K	﹤0.01%	9533

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Jeff Yass's IBTK Position: Q4 2025 in Review

Jeff Yass sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2025, closing a stake of 13,406 shares — an estimated $266K sold.

Jeff Yass first reported a position in IBTK in Q3 2023 and held it in 7 quarters. The position peaked at $1.74M in Q1 2025. 159 funds tracked by Wall St. Rank hold IBTK as of Q4 2025.

Jeff Yass reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 13,406 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2025, an estimated $266K.
Jeff Yass first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2023 and held it in 7 quarters.
Jeff Yass's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.74M in Q1 2025.
159 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2025.

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