Jim Simons’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Jim Simons’s Portfolio IAGG Stock Details IAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.94M	Buy	+58,700	New	+$2.95M	﹤0.01%	1672
2025 Q4	–	Sell	-55,886	Closed	-$2.86M	–	3458
2025 Q3	$2.86M	Sell	55,886 -309,714	-85%	-$15.8M	﹤0.01%	1838
2025 Q2	$18.7M	Buy	365,600 +318,800	+681%	+$16.2M	0.02%	745
2025 Q1	$2.34M	Sell	46,800 -146,200	-76%	-$7.31M	﹤0.01%	1902
2024 Q4	$9.63M	Buy	193,000 +53,500	+38%	+$2.76M	0.01%	1039
2024 Q3	$7.23M	Buy	+139,500	New	+$7.13M	0.01%	1225
2024 Q2	–	Sell	-26,000	Closed	-$1.3M	–	3708
2024 Q1	$1.3M	Buy	26,000 +19,322	+289%	+$957K	﹤0.01%	2313
2023 Q4	$333K	Buy	+6,678	New	+$330K	﹤0.01%	2945

Other funds holding IAGG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jim Simons's IAGG Position: Q1 2026 in Review

Jim Simons opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026: 58,700 shares worth $2.94M. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings. This is a return to the name: Jim Simons previously reported a position in IAGG as recently as Q3 2025.

Jim Simons first reported a position in IAGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $18.7M in Q2 2025. 667 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Jim Simons held 58,700 shares of iShares Core International Aggregate Bond Fund worth $2.94M as of Q1 2026.
iShares Core International Aggregate Bond Fund was a new Jim Simons position in Q1 2026.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1672 holding.
Jim Simons first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 8 quarters since.
Jim Simons's iShares Core International Aggregate Bond Fund position peaked at $18.7M in Q2 2025.
667 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

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