Jim Simons’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jim Simons’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23,700	Closed	-$2.35M	–	3468
2025 Q2	$2.35M	Buy	+23,700	New	+$2.32M	﹤0.01%	2016
2025 Q1	–	Sell	-174,100	Closed	-$16.9M	–	3423
2024 Q4	$16.9M	Buy	+174,100	New	+$17.1M	0.03%	747
2023 Q2	–	Sell	-10,900	Closed	-$1.09M	–	3878
2023 Q1	$1.09M	Sell	10,900 -81,000	-88%	-$8.01M	﹤0.01%	2427
2022 Q4	$8.91M	Buy	+91,900	New	+$8.89M	0.01%	1155
2021 Q3	–	Sell	-41,800	Closed	-$4.82M	–	3431
2021 Q2	$4.82M	Buy	+41,800	New	+$4.79M	0.01%	1659
2021 Q1	–	Sell	-162,300	Closed	-$19.2M	–	3275
2020 Q4	$19.2M	Buy	162,300 +116,000	+251%	+$13.7M	0.02%	780
2020 Q3	$5.47M	Sell	46,300 -57,400	-55%	-$6.81M	0.01%	1524
2020 Q2	$12.3M	Buy	103,700 +89,300	+620%	+$10.5M	0.01%	1107
2020 Q1	$1.66M	Buy	+14,400	New	+$1.64M	﹤0.01%	2147
2019 Q1	–	Sell	-13,100	Closed	-$1.4M	–	3424
2018 Q4	$1.4M	Buy	+13,100	New	+$1.37M	﹤0.01%	2418
2018 Q3	–	Sell	-93,000	Closed	-$9.89M	–	3330
2018 Q2	$9.89M	Buy	93,000 +74,200	+395%	+$7.87M	0.01%	1356
2018 Q1	$2.02M	Buy	+18,800	New	+$2.02M	﹤0.01%	2321

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jim Simons's AGG Position: Q3 2025 in Review

Jim Simons sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 23,700 shares — an estimated $2.35M sold.

Jim Simons first reported a position in AGG in Q1 2018 and held it in 12 quarters. The position peaked at $19.2M in Q4 2020. 1,927 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Jim Simons reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 23,700 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $2.35M.
Jim Simons first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 12 quarters.
Jim Simons's iShares Core US Aggregate Bond ETF position peaked at $19.2M in Q4 2020.
1,927 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.