JY
IBTP

Jeff Yass’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Jeff Yass’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27,413
Closed -$708K – 14326
2025
Q4 		$708K Buy
+27,413
New +$712K ﹤0.01% 8003
2025
Q3 		– Sell
-39,102
Closed -$1.01M – 14163
2025
Q2 		$1.01M Buy
+39,102
New +$993K ﹤0.01% 7409
2025
Q1 		– Sell
-20,613
Closed -$512K – 13650
2024
Q4 		$512K Buy
+20,613
New +$524K ﹤0.01% 8610

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jeff Yass's IBTP Position: Q1 2026 in Review

Jeff Yass sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q1 2026, closing a stake of 27,413 shares — an estimated $708K sold.

Jeff Yass first reported a position in IBTP in Q4 2024 and held it in 3 quarters. The position peaked at $1.01M in Q2 2025. 55 funds tracked by Wall St. Rank hold IBTP as of Q1 2026.

  • Jeff Yass reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 27,413 iShares iBonds Dec 2034 Term Treasury ETF shares in Q1 2026, an estimated $708K.
  • Jeff Yass first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Jeff Yass's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $1.01M in Q2 2025.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.