Jim Simons’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Jim Simons’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-114,200	Closed	-$2.91M	–	3462
2025 Q3	$2.91M	Sell	114,200 -57,395	-33%	-$1.46M	﹤0.01%	1815
2025 Q2	$4.36M	Sell	171,595 -90,105	-34%	-$2.27M	0.01%	1609
2025 Q1	$6.61M	Buy	261,700 +230,000	+726%	+$5.76M	0.01%	1251
2024 Q4	$789K	Sell	31,700 -3,300	-9%	-$82.9K	﹤0.01%	2614
2024 Q3	$894K	Buy	35,000 +12,300	+54%	+$310K	﹤0.01%	2515
2024 Q2	$562K	Buy	+22,700	New	+$560K	﹤0.01%	2643

Other funds holding IBDT

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

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

Align Financial Hermantown, Minnesota $202M AUM

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

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

HPC

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

Jim Simons's IBDT Position: Q4 2025 in Review

Jim Simons sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 114,200 shares — an estimated $2.91M sold.

Jim Simons first reported a position in IBDT in Q2 2024 and held it in 6 quarters. The position peaked at $6.61M in Q1 2025. 411 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

Jim Simons reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 114,200 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $2.91M.
Jim Simons first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
Jim Simons's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $6.61M in Q1 2025.
411 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

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