Jim Simons’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Jim Simons’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-201,516	Closed	-$4.9M	–	3461
2025 Q3	$4.9M	Sell	201,516 -163,338	-45%	-$3.96M	0.01%	1508
2025 Q2	$8.86M	Sell	364,854 -48,046	-12%	-$1.16M	0.01%	1138
2025 Q1	$9.98M	Buy	412,900 +287,000	+228%	+$6.9M	0.02%	1007
2024 Q4	$3.02M	Buy	125,900 +55,600	+79%	+$1.34M	﹤0.01%	1768
2024 Q3	$1.71M	Buy	70,300 +13,200	+23%	+$318K	﹤0.01%	2126
2024 Q2	$1.35M	Buy	57,100 +42,217	+284%	+$998K	﹤0.01%	2137
2024 Q1	$354K	Buy	14,883 +1,494	+11%	+$35.6K	﹤0.01%	3019
2023 Q4	$320K	Buy	+13,389	New	+$312K	﹤0.01%	2960

Other funds holding IBDS

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

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

Align Financial Hermantown, Minnesota $202M AUM

HPC

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

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

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

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

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

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

SVWAG

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

Jim Simons's IBDS Position: Q4 2025 in Review

Jim Simons sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 201,516 shares — an estimated $4.9M sold.

Jim Simons first reported a position in IBDS in Q4 2023 and held it in 8 quarters. The position peaked at $9.98M in Q1 2025. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

Jim Simons reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 201,516 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $4.9M.
Jim Simons first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Jim Simons's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $9.98M in Q1 2025.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.