Jim Simons’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Jim Simons’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-689,186	Closed	-$16.7M	–	3672
2025 Q2	$16.7M	Sell	689,186 -344,822	-33%	-$8.33M	0.02%	791
2025 Q1	$25M	Buy	1,034,008 +454,208	+78%	+$11M	0.04%	569
2024 Q4	$14M	Buy	579,800 +257,100	+80%	+$6.2M	0.02%	815
2024 Q3	$7.84M	Buy	322,700 +136,023	+73%	+$3.27M	0.01%	1167
2024 Q2	$4.45M	Buy	186,677 +46,474	+33%	+$1.1M	0.01%	1377
2024 Q1	$3.34M	Sell	140,203 -59,997	-30%	-$1.43M	0.01%	1684
2023 Q4	$4.79M	Buy	+200,200	New	+$4.7M	0.01%	1378
2023 Q2	–	Sell	-54,000	Closed	-$1.28M	–	4072
2023 Q1	$1.28M	Buy	54,000 +6,435	+14%	+$151K	﹤0.01%	2307
2022 Q4	$1.11M	Buy	+47,565	New	+$1.1M	﹤0.01%	2474

Other funds holding IBDR

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's IBDR Position: Q3 2025 in Review

Jim Simons sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 689,186 shares — an estimated $16.7M sold.

Jim Simons first reported a position in IBDR in Q4 2022 and held it in 9 quarters. The position peaked at $25M in Q1 2025. 403 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Jim Simons reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 689,186 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $16.7M.
Jim Simons first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and held it in 9 quarters.
Jim Simons's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $25M in Q1 2025.
403 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.