Jim Simons
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Jim Simons’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jim Simons’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
+13,500
New +$1.05M ﹤0.01% 2257
2025
Q4 		– Sell
-20,700
Closed -$1.62M – 3255
2025
Q3 		$1.62M Sell
20,700
-57,800
-74% -$4.47M ﹤0.01% 2211
2025
Q2 		$6.07M Buy
+78,500
New +$5.98M 0.01% 1391
2023
Q4 		– Sell
-4,600
Closed -$333K – 3746
2023
Q3 		$333K Buy
+4,600
New +$340K ﹤0.01% 2883
2023
Q2 		– Sell
-23,000
Closed -$1.76M – 3918
2023
Q1 		$1.76M Buy
+23,000
New +$1.74M ﹤0.01% 2099
2022
Q3 		– Sell
-65,005
Closed -$5.05M – 4031
2022
Q2 		$5.05M Buy
+65,005
New +$5.1M 0.01% 1549
2022
Q1 		– Sell
-3,000
Closed -$263K – 4080
2021
Q4 		$263K Sell
3,000
-1,000
-25% -$88.7K ﹤0.01% 3401
2021
Q3 		$358K Buy
+4,000
New +$362K ﹤0.01% 3019
2021
Q2 		– Sell
-19,900
Closed -$1.77M – 3461
2021
Q1 		$1.77M Sell
19,900
-67,500
-77% -$6.13M ﹤0.01% 2304
2020
Q4 		$8.12M Sell
87,400
-11,628
-12% -$1.08M 0.01% 1302
2020
Q3 		$9.26M Buy
99,028
+16,428
+20% +$1.54M 0.01% 1194
2020
Q2 		$7.7M Buy
82,600
+56,700
+219% +$5.19M 0.01% 1386
2020
Q1 		$2.31M Buy
25,900
+2,200
+9% +$195K ﹤0.01% 1978
2019
Q4 		$2.07M Buy
23,700
+19,574
+474% +$1.71M ﹤0.01% 2310
2019
Q3 		$363K Buy
+4,126
New +$360K ﹤0.01% 2978
2018
Q4 		– Sell
-6,680
Closed -$538K – 3377
2018
Q3 		$538K Sell
6,680
-77,761
-92% -$6.29M ﹤0.01% 2827
2018
Q2 		$6.84M Buy
84,441
+18,700
+28% +$1.51M 0.01% 1578
2018
Q1 		$5.38M Buy
65,741
+45,300
+222% +$3.72M 0.01% 1771
2017
Q4 		$1.71M Buy
+20,441
New +$1.72M ﹤0.01% 2426

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jim Simons's BIV Position: Q1 2026 in Review

Jim Simons opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 13,500 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #2257 among its holdings. This is a return to the name: Jim Simons previously reported a position in BIV as recently as Q3 2025.

Jim Simons first reported a position in BIV in Q4 2017 and has held it in 19 quarters since. The position peaked at $9.26M in Q3 2020. 1,010 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Jim Simons held 13,500 shares of Vanguard Intermediate-Term Bond ETF worth $1.04M as of Q1 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Jim Simons position in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2257 holding.
  • Jim Simons first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • Jim Simons's Vanguard Intermediate-Term Bond ETF position peaked at $9.26M in Q3 2020.
  • 1,010 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.