Jim Simons
IBDO

Jim Simons’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Jim Simons’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-378,961
Closed -$9.61M – 4250
2023
Q3 		$9.61M Buy
378,961
+151,961
+67% +$3.84M 0.02% 945
2023
Q2 		$5.74M Buy
227,000
+133,409
+143% +$3.36M 0.01% 1347
2023
Q1 		$2.36M Sell
93,591
-2,009
-2% -$50.5K ﹤0.01% 1927
2022
Q4 		$2.39M Buy
95,600
+81,500
+578% +$2.03M ﹤0.01% 1964
2022
Q3 		$352K Buy
+14,100
New +$353K ﹤0.01% 3126

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jim Simons's IBDO Position: Q4 2023 in Review

Jim Simons sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 378,961 shares — an estimated $9.61M sold.

Jim Simons first reported a position in IBDO in Q3 2022 and held it in 5 quarters. The position peaked at $9.61M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Jim Simons reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Jim Simons sold 378,961 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $9.61M.
  • Jim Simons first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 5 quarters.
  • Jim Simons's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $9.61M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

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