Jim Simons’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Jim Simons’s Portfolio GVI Stock Details GVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$917K	Buy	+8,600	New	+$923K	﹤0.01%	2318
2025 Q4	–	Sell	-18,300	Closed	-$1.97M	–	3437
2025 Q3	$1.97M	Sell	18,300 -37,000	-67%	-$3.95M	﹤0.01%	2083
2025 Q2	$5.91M	Buy	55,300 +2,500	+5%	+$264K	0.01%	1420
2025 Q1	$5.6M	Buy	+52,800	New	+$5.54M	0.01%	1357
2024 Q4	–	Sell	-30,900	Closed	-$3.31M	–	3705
2024 Q3	$3.31M	Buy	30,900 +20,700	+203%	+$2.19M	0.01%	1705
2024 Q2	$1.06M	Buy	+10,200	New	+$1.05M	﹤0.01%	2290
2023 Q1	–	Sell	-4,600	Closed	-$471K	–	4141
2022 Q4	$471K	Buy	+4,600	New	+$470K	﹤0.01%	2982
2022 Q3	–	Sell	-2,702	Closed	-$285K	–	4169
2022 Q2	$285K	Buy	+2,702	New	+$287K	﹤0.01%	3480

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Jim Simons's GVI Position: Q1 2026 in Review

Jim Simons opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2026: 8,600 shares worth $917K. The stake represents ﹤0.01% of the portfolio and ranks #2318 among its holdings. This is a return to the name: Jim Simons previously reported a position in GVI as recently as Q3 2025.

Jim Simons first reported a position in GVI in Q2 2022 and has held it in 8 quarters since. The position peaked at $5.91M in Q2 2025. 279 funds tracked by Wall St. Rank hold GVI as of Q1 2026.

Jim Simons held 8,600 shares of iShares Intermediate Government/Credit Bond ETF worth $917K as of Q1 2026.
iShares Intermediate Government/Credit Bond ETF was a new Jim Simons position in Q1 2026.
iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2318 holding.
Jim Simons first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2022 and has held it in 8 quarters since.
Jim Simons's iShares Intermediate Government/Credit Bond ETF position peaked at $5.91M in Q2 2025.
279 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2026.

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