Jim Simons’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Jim Simons’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-815,015	Closed	-$20.2M	–	4252
2023 Q3	$20.2M	Buy	815,015 +56,715	+7%	+$1.4M	0.03%	568
2023 Q2	$18.8M	Sell	758,300 -112,800	-13%	-$2.79M	0.03%	707
2023 Q1	$21.6M	Sell	871,100 -130,217	-13%	-$3.22M	0.03%	672
2022 Q4	$24.7M	Buy	1,001,317 +858,477	+601%	+$21.2M	0.03%	610
2022 Q3	$3.54M	Buy	+142,840	New	+$3.55M	0.01%	1655

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jim Simons's IBTD Position: Q4 2023 in Review

Jim Simons sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 815,015 shares — an estimated $20.2M sold.

Jim Simons first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $24.7M in Q4 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Jim Simons reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Jim Simons sold 815,015 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $20.2M.
Jim Simons first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
Jim Simons's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $24.7M in Q4 2022.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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