Jeff Yass’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Jeff Yass’s Portfolio IGEB Stock Details IGEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-120,938	Closed	-$5.45M	–	13925
2026 Q1	$5.45M	Buy	120,938 +87,622	+263%	+$3.99M	﹤0.01%	4083
2025 Q4	$1.52M	Buy	33,316 +19,827	+147%	+$910K	﹤0.01%	6204
2025 Q3	$621K	Sell	13,489 -52,991	-80%	-$2.41M	﹤0.01%	8472
2025 Q2	$3.02M	Buy	66,480 +60,627	+1,036%	+$2.7M	﹤0.01%	4939
2025 Q1	$263K	Sell	5,853 -5,322	-48%	-$238K	﹤0.01%	10354
2024 Q4	$496K	Sell	11,175 -12,307	-52%	-$557K	﹤0.01%	8687
2024 Q3	$1.09M	Buy	+23,482	New	+$1.07M	﹤0.01%	6586
2024 Q1	–	Sell	-64,356	Closed	-$2.91M	–	12692
2023 Q4	$2.91M	Buy	+64,356	New	+$2.77M	﹤0.01%	4634
2023 Q1	–	Sell	-21,375	Closed	-$926K	–	12995
2022 Q4	$926K	Buy	+21,375	New	+$918K	﹤0.01%	6364

Other funds holding IGEB

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jeff Yass's IGEB Position: Q2 2026 in Review

Jeff Yass sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 120,938 shares — an estimated $5.45M sold.

Jeff Yass first reported a position in IGEB in Q4 2022 and held it in 9 quarters. The position peaked at $5.45M in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Jeff Yass reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 120,938 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $5.45M.
Jeff Yass first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2022 and held it in 9 quarters.
Jeff Yass's iShares Investment Grade Systematic Bond ETF position peaked at $5.45M in Q1 2026.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

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