Jeff Yass’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Jeff Yass’s Portfolio IGBH Stock Details IGBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-90,990	Closed	-$2.19M	–	13087
2025 Q2	$2.19M	Buy	90,990 +78,964	+657%	+$1.87M	﹤0.01%	5606
2025 Q1	$289K	Buy	12,026 +3,554	+42%	+$86.6K	﹤0.01%	10144
2024 Q4	$206K	Sell	8,472 -83,794	-91%	-$2.04M	﹤0.01%	10664
2024 Q3	$2.24M	Buy	92,266 +54,621	+145%	+$1.31M	﹤0.01%	5051
2024 Q2	$914K	Buy	+37,645	New	+$922K	﹤0.01%	6804
2024 Q1	–	Sell	-103,938	Closed	-$2.51M	–	12688
2023 Q4	$2.51M	Buy	103,938 +92,638	+820%	+$2.23M	﹤0.01%	4899
2023 Q3	$271K	Sell	11,300 -30,114	-73%	-$718K	﹤0.01%	9579
2023 Q2	$984K	Buy	41,414 +2,714	+7%	+$63.4K	﹤0.01%	6717
2023 Q1	$904K	Sell	38,700 -82,340	-68%	-$1.94M	﹤0.01%	7078
2022 Q4	$2.81M	Sell	121,040 -1,889	-2%	-$43.3K	﹤0.01%	4115
2022 Q3	$2.76M	Buy	+122,929	New	+$2.84M	﹤0.01%	4248
2022 Q2	–	Sell	-157,413	Closed	-$3.79M	–	13354
2022 Q1	$3.79M	Buy	157,413 +97,111	+161%	+$2.34M	﹤0.01%	4179
2021 Q4	$1.5M	Buy	60,302 +41,682	+224%	+$1.05M	﹤0.01%	6215
2021 Q3	$468K	Sell	18,620 -6,113	-25%	-$154K	﹤0.01%	9565
2021 Q2	$627K	Buy	24,733 +14,828	+150%	+$375K	﹤0.01%	9016
2021 Q1	$253K	Buy	+9,905	New	+$248K	﹤0.01%	10957
2020 Q4	–	Sell	-28,955	Closed	-$672K	–	11332
2020 Q3	$672K	Buy	28,955 +7,131	+33%	+$166K	﹤0.01%	7047
2020 Q2	$490K	Sell	21,824 -8,066	-27%	-$176K	﹤0.01%	7411
2020 Q1	$620K	Buy	+29,890	New	+$700K	﹤0.01%	6463
2019 Q4	–	Sell	-9,367	Closed	-$226K	–	10116
2019 Q3	$226K	Sell	9,367 -9,309	-50%	-$226K	﹤0.01%	8864
2019 Q2	$461K	Sell	18,676 -11,959	-39%	-$294K	﹤0.01%	7428
2019 Q1	$755K	Buy	30,635 +13,029	+74%	+$320K	﹤0.01%	5537
2018 Q4	$421K	Buy	+17,606	New	+$446K	﹤0.01%	6356
2018 Q3	–	Sell	-26,066	Closed	-$668K	–	9676
2018 Q2	$668K	Buy	+26,066	New	+$678K	﹤0.01%	6220
2017 Q1	–	Sell	-9,483	Closed	-$236K	–	9393
2016 Q4	$236K	Sell	9,483 -1,713	-15%	-$41.6K	﹤0.01%	8395
2016 Q3	$268K	Buy	+11,196	New	+$269K	﹤0.01%	7113

Other funds holding IGBH

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

YCG

Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jeff Yass's IGBH Position: Q3 2025 in Review

Jeff Yass sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2025, closing a stake of 90,990 shares — an estimated $2.19M sold.

Jeff Yass first reported a position in IGBH in Q3 2016 and held it in 26 quarters. The position peaked at $3.79M in Q1 2022. 42 funds tracked by Wall St. Rank hold IGBH as of Q3 2025.

Jeff Yass reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Jeff Yass sold 90,990 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2025, an estimated $2.19M.
Jeff Yass first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2016 and held it in 26 quarters.
Jeff Yass's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $3.79M in Q1 2022.
42 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.