Jeff Yass’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Jeff Yass’s Portfolio IBTO Stock Details IBTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23,188	Closed	-$566K	–	13910
2026 Q1	$566K	Buy	+23,188	New	+$569K	﹤0.01%	9350
2025 Q3	–	Sell	-48,786	Closed	-$1.2M	–	13065
2025 Q2	$1.2M	Buy	+48,786	New	+$1.18M	﹤0.01%	6978
2024 Q4	–	Sell	-12,281	Closed	-$308K	–	12643
2024 Q3	$308K	Buy	+12,281	New	+$304K	﹤0.01%	9541
2024 Q1	–	Sell	-90,187	Closed	-$2.24M	–	12677
2023 Q4	$2.24M	Buy	+90,187	New	+$2.14M	﹤0.01%	5119

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Jeff Yass's IBTO Position: Q2 2026 in Review

Jeff Yass sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026, closing a stake of 23,188 shares — an estimated $566K sold.

Jeff Yass first reported a position in IBTO in Q4 2023 and held it in 4 quarters. The position peaked at $2.24M in Q4 2023. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Jeff Yass reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 23,188 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $566K.
Jeff Yass first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
Jeff Yass's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $2.24M in Q4 2023.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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