Jim Simons’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Jim Simons’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,388,265	Closed	-$34.9M	–	3698
2025 Q1	$34.9M	Buy	1,388,265 +94,457	+7%	+$2.37M	0.05%	441
2024 Q4	$32.4M	Buy	1,293,808 +589,708	+84%	+$14.8M	0.05%	464
2024 Q3	$17.7M	Buy	704,100 +312,800	+80%	+$7.81M	0.03%	738
2024 Q2	$9.73M	Buy	391,300 +34,099	+10%	+$845K	0.02%	941
2024 Q1	$8.86M	Buy	357,201 +112,191	+46%	+$2.78M	0.01%	1059
2023 Q4	$6.07M	Buy	+245,010	New	+$6M	0.01%	1229
2023 Q3	–	Sell	-13,300	Closed	-$324K	–	3858
2023 Q2	$324K	Sell	13,300 -84,201	-86%	-$2.06M	﹤0.01%	3099
2023 Q1	$2.39M	Buy	97,501 +19,784	+25%	+$483K	﹤0.01%	1918
2022 Q4	$1.89M	Buy	+77,717	New	+$1.88M	﹤0.01%	2103
2022 Q3	–	Sell	-15,095	Closed	-$373K	–	4189
2022 Q2	$373K	Buy	+15,095	New	+$376K	﹤0.01%	3329

Other funds holding IBDQ

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Jim Simons's IBDQ Position: Q2 2025 in Review

Jim Simons sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 1,388,265 shares — an estimated $34.9M sold.

Jim Simons first reported a position in IBDQ in Q2 2022 and held it in 10 quarters. The position peaked at $34.9M in Q1 2025. 393 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Jim Simons reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 1,388,265 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $34.9M.
Jim Simons first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
Jim Simons's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $34.9M in Q1 2025.
393 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.