Jim Simons’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Jim Simons’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,700	Closed	-$449K	–	3753
2023 Q3	$449K	Buy	6,700 +200	+3%	+$14.3K	﹤0.01%	2752
2023 Q2	$487K	Buy	+6,500	New	+$488K	﹤0.01%	2879
2023 Q1	–	Sell	-7,900	Closed	-$572K	–	3984
2022 Q4	$572K	Buy	+7,900	New	+$572K	﹤0.01%	2881
2022 Q3	–	Sell	-13,503	Closed	-$1.08M	–	4036
2022 Q2	$1.08M	Buy	+13,503	New	+$1.11M	﹤0.01%	2663
2022 Q1	–	Sell	-2,100	Closed	-$216K	–	4084
2021 Q4	$216K	Buy	+2,100	New	+$217K	﹤0.01%	3480
2020 Q3	–	Sell	-12,592	Closed	-$1.41M	–	3384
2020 Q2	$1.41M	Buy	12,592 +6,391	+103%	+$698K	﹤0.01%	2372
2020 Q1	$662K	Buy	+6,201	New	+$648K	﹤0.01%	2630
2019 Q4	–	Sell	-12,800	Closed	-$1.31M	–	3498
2019 Q3	$1.31M	Sell	12,800 -3,500	-21%	-$352K	﹤0.01%	2483
2019 Q2	$1.58M	Sell	16,300 -2,200	-12%	-$204K	﹤0.01%	2458
2019 Q1	$1.71M	Buy	+18,500	New	+$1.64M	﹤0.01%	2393
2018 Q4	–	Sell	-7,200	Closed	-$629K	–	3380
2018 Q3	$629K	Sell	7,200 -10,200	-59%	-$903K	﹤0.01%	2776
2018 Q2	$1.54M	Buy	17,400 +14,100	+427%	+$1.25M	﹤0.01%	2407
2018 Q1	$300K	Buy	+3,300	New	+$301K	﹤0.01%	3079

Other funds holding BLV

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jim Simons's BLV Position: Q4 2023 in Review

Jim Simons sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2023, closing a stake of 6,700 shares — an estimated $449K sold.

Jim Simons first reported a position in BLV in Q1 2018 and held it in 13 quarters. The position peaked at $1.71M in Q1 2019. 365 funds tracked by Wall St. Rank hold BLV as of Q4 2023.

Jim Simons reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Jim Simons sold 6,700 Vanguard Long-Term Bond ETF shares in Q4 2023, an estimated $449K.
Jim Simons first reported a position in Vanguard Long-Term Bond ETF in Q1 2018 and held it in 13 quarters.
Jim Simons's Vanguard Long-Term Bond ETF position peaked at $1.71M in Q1 2019.
365 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.