SEC 13F Intelligence

Yoffe Investment Management, LLC / ILF

Yoffe Investment Management, LLC’s Ishares Tr Position

Does Yoffe Investment Management, LLC own Ishares Tr (ILF)? Yes — 37.2K shares worth $1M (+1.69% of its 13F portfolio) as of Q1 2026, up from 37.2K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
37.2K
% of Portfolio
+1.69%
Quarters Held
6
currently held

Position History ILF

Reported value by quarter
Q4 ’24: $773,854Q4 ’24Q1 ’25: $871,557Q1 ’25Q2 ’25: $972,352Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.2K$1M+1.69%
Q4 202537.2K$1M+1.44%
Q3 202537.1K$1M+1.39%
Q2 202537.1K$972,352+1.33%
Q1 202537.0K$871,557+1.28%
Q4 202437.0K$773,854+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yoffe Investment Management, LLC’s full portfolio or all institutional holders of ILF.