Jim Simons
IBTF

Jim Simons’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Jim Simons’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,383,209
Closed -$32.3M – 3700
2025
Q1 		$32.3M Buy
1,383,209
+169,909
+14% +$3.97M 0.05% 465
2024
Q4 		$28.3M Buy
1,213,300
+251,400
+26% +$5.86M 0.04% 505
2024
Q3 		$22.5M Buy
961,900
+278,100
+41% +$6.48M 0.03% 614
2024
Q2 		$15.9M Buy
683,800
+92,261
+16% +$2.14M 0.03% 697
2024
Q1 		$13.7M Buy
591,539
+83,739
+16% +$1.95M 0.02% 826
2023
Q4 		$11.8M Buy
507,800
+496,900
+4,559% +$11.5M 0.02% 868
2023
Q3 		$252K Buy
+10,900
New +$252K ﹤0.01% 3007

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Jim Simons's IBTF Position: Q2 2025 in Review

Jim Simons sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 1,383,209 shares — an estimated $32.3M sold.

Jim Simons first reported a position in IBTF in Q3 2023 and held it in 7 quarters. The position peaked at $32.3M in Q1 2025. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Jim Simons reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 1,383,209 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $32.3M.
  • Jim Simons first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 7 quarters.
  • Jim Simons's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $32.3M in Q1 2025.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

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