Jim Simons
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Jim Simons’s Fidelity Total Bond ETF FBND Stock Holding History

Jim Simons’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
339,700
+110,600
+48% +$5.05M 0.02% 829
2026
Q1 		$10.5M Buy
229,100
+118,800
+108% +$5.48M 0.02% 946
2025
Q4 		$5.08M Sell
110,300
-170,400
-61% -$7.91M 0.01% 1298
2025
Q3 		$13M Buy
280,700
+24,300
+9% +$1.12M 0.02% 952
2025
Q2 		$11.7M Buy
256,400
+249,000
+3,365% +$11.3M 0.02% 973
2025
Q1 		$338K Buy
+7,400
New +$335K ﹤0.01% 2888
2024
Q4 		– Sell
-47,832
Closed -$2.24M – 3676
2024
Q3 		$2.24M Sell
47,832
-11,965
-20% -$553K ﹤0.01% 1949
2024
Q2 		$2.69M Buy
+59,797
New +$2.68M ﹤0.01% 1691
2024
Q1 		– Sell
-5,100
Closed -$235K – 3808
2023
Q4 		$235K Buy
+5,100
New +$225K ﹤0.01% 3078
2023
Q3 		– Sell
-8,697
Closed -$395K – 3796
2023
Q2 		$395K Sell
8,697
-3,637
-29% -$166K ﹤0.01% 2993
2023
Q1 		$567K Sell
12,334
-11,476
-48% -$526K ﹤0.01% 2815
2022
Q4 		$1.07M Buy
+23,810
New +$1.07M ﹤0.01% 2490
2022
Q3 		– Sell
-5,390
Closed -$251K – 4124
2022
Q2 		$251K Sell
5,390
-3,010
-36% -$143K ﹤0.01% 3545
2022
Q1 		$418K Buy
+8,400
New +$429K ﹤0.01% 3296
2021
Q4 		– Sell
-8,700
Closed -$462K – 3990
2021
Q3 		$462K Buy
+8,700
New +$467K ﹤0.01% 2919
2021
Q2 		– Sell
-21,700
Closed -$1.14M – 3551
2021
Q1 		$1.14M Sell
21,700
-58,504
-73% -$3.12M ﹤0.01% 2554
2020
Q4 		$4.35M Buy
80,204
+49,304
+160% +$2.69M ﹤0.01% 1676
2020
Q3 		$1.69M Sell
30,900
-23,400
-43% -$1.28M ﹤0.01% 2234
2020
Q2 		$2.93M Buy
+54,300
New +$2.89M ﹤0.01% 1954
2020
Q1 		– Sell
-22,100
Closed -$1.14M – 3539
2019
Q4 		$1.14M Buy
+22,100
New +$1.14M ﹤0.01% 2566

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jim Simons's FBND Position: Q2 2026 in Review

Jim Simons increased its Fidelity Total Bond ETF (FBND) stake by 48% in Q2 2026, buying an estimated $5.05M and bringing the position to 339,700 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #829.

Jim Simons first reported a position in FBND in Q4 2019 and has held it in 20 quarters since. 796 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Jim Simons held 339,700 shares of Fidelity Total Bond ETF worth $15.5M as of Q2 2026.
  • Jim Simons bought 110,600 Fidelity Total Bond ETF shares in Q2 2026, an estimated $5.05M.
  • Fidelity Total Bond ETF made up 0.02% of Jim Simons's portfolio in Q2 2026, its #829 holding.
  • Jim Simons first reported a position in Fidelity Total Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 796 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.