Jeff Yass’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Jeff Yass’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	14,098 -266	-2%	-$6.05K	﹤0.01%	10897
2026 Q1	$329K	Buy	+14,364	New	+$331K	﹤0.01%	10669
2025 Q3	–	Sell	-54,222	Closed	-$1.25M	–	13068
2025 Q2	$1.25M	Buy	54,222 +20,065	+59%	+$456K	﹤0.01%	6873
2025 Q1	$782K	Sell	34,157 -40,040	-54%	-$899K	﹤0.01%	7874
2024 Q4	$1.65M	Buy	+74,197	New	+$1.68M	﹤0.01%	5734
2024 Q2	–	Sell	-59,113	Closed	-$1.34M	–	12572
2024 Q1	$1.34M	Buy	+59,113	New	+$1.34M	﹤0.01%	6233

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

DADC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Jeff Yass's IBTM Position: Q2 2026 in Review

Jeff Yass reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 1.9% in Q2 2026, selling an estimated $6.05K and leaving 14,098 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #10897.

Jeff Yass first reported a position in IBTM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2024. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Jeff Yass held 14,098 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $320K as of Q2 2026.
Jeff Yass sold 266 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $6.05K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10897 holding.
Jeff Yass first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and has held it in 6 quarters since.
Jeff Yass's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.65M in Q4 2024.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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