Jim Simons’s iShares Agency Bond ETF AGZ Stock Holding History

Jim Simons’s Portfolio AGZ Stock Details AGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,100	Closed	-$436K	–	3930
2022 Q4	$436K	Buy	+4,100	New	+$436K	﹤0.01%	3024
2022 Q3	–	Sell	-4,917	Closed	-$541K	–	3991
2022 Q2	$541K	Buy	+4,917	New	+$542K	﹤0.01%	3120
2022 Q1	–	Sell	-3,406	Closed	-$399K	–	4048
2021 Q4	$399K	Buy	+3,406	New	+$401K	﹤0.01%	3191
2020 Q1	–	Sell	-2,396	Closed	-$277K	–	3413
2019 Q4	$277K	Buy	2,396 +196	+9%	+$22.7K	﹤0.01%	3091
2019 Q3	$256K	Sell	2,200 -3,100	-58%	-$359K	﹤0.01%	3078
2019 Q2	$611K	Sell	5,300 -5,800	-52%	-$660K	﹤0.01%	2914
2019 Q1	$1.26M	Buy	+11,100	New	+$1.25M	﹤0.01%	2562

Other funds holding AGZ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Jim Simons's AGZ Position: Q1 2023 in Review

Jim Simons sold out of iShares Agency Bond ETF (AGZ) in Q1 2023, closing a stake of 4,100 shares — an estimated $436K sold.

Jim Simons first reported a position in AGZ in Q1 2019 and held it in 7 quarters. The position peaked at $1.26M in Q1 2019. 144 funds tracked by Wall St. Rank hold AGZ as of Q1 2023.

Jim Simons reported no remaining iShares Agency Bond ETF position as of Q1 2023 after selling out during the quarter.
Jim Simons sold 4,100 iShares Agency Bond ETF shares in Q1 2023, an estimated $436K.
Jim Simons first reported a position in iShares Agency Bond ETF in Q1 2019 and held it in 7 quarters.
Jim Simons's iShares Agency Bond ETF position peaked at $1.26M in Q1 2019.
144 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2023.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.