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Jeff Yass’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Jeff Yass’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27,963
Closed -$570K – 13909
2026
Q1 		$570K Buy
+27,963
New +$574K ﹤0.01% 9329
2025
Q3 		– Sell
-16,046
Closed -$329K – 13064
2025
Q2 		$329K Buy
+16,046
New +$325K ﹤0.01% 10133
2025
Q1 		– Sell
-40,249
Closed -$797K – 12905
2024
Q4 		$797K Buy
40,249
+15,575
+63% +$314K ﹤0.01% 7527
2024
Q3 		$514K Buy
+24,674
New +$507K ﹤0.01% 8403
2023
Q4 		– Sell
-24,887
Closed -$487K – 12769
2023
Q3 		$487K Buy
24,887
+13,540
+119% +$272K ﹤0.01% 8287
2023
Q2 		$234K Sell
11,347
-9,205
-45% -$193K ﹤0.01% 9957
2023
Q1 		$434K Sell
20,552
-7,203
-26% -$150K ﹤0.01% 8903
2022
Q4 		$567K Buy
+27,755
New +$569K ﹤0.01% 7531

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jeff Yass's IBTL Position: Q2 2026 in Review

Jeff Yass sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026, closing a stake of 27,963 shares — an estimated $570K sold.

Jeff Yass first reported a position in IBTL in Q4 2022 and held it in 8 quarters. The position peaked at $797K in Q4 2024. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Jeff Yass reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 27,963 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $570K.
  • Jeff Yass first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Jeff Yass's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $797K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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