Jim Simons’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jim Simons’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.08M	Buy	+43,108	New	+$4.08M	0.01%	1570
2022 Q4	–	Sell	-85,100	Closed	-$8.17M	–	4241
2022 Q3	$8.17M	Sell	85,100 -23,000	-21%	-$2.33M	0.01%	1137
2022 Q2	$11.1M	Buy	+108,100	New	+$11.1M	0.01%	1059
2021 Q3	–	Sell	-188,785	Closed	-$21.8M	–	3630
2021 Q2	$21.8M	Buy	+188,785	New	+$21.6M	0.03%	715
2021 Q1	–	Sell	-91,500	Closed	-$11M	–	3482
2020 Q4	$11M	Buy	+91,500	New	+$11M	0.01%	1099
2020 Q3	–	Sell	-28,600	Closed	-$3.48M	–	3501
2020 Q2	$3.48M	Buy	28,600 +23,800	+496%	+$2.89M	﹤0.01%	1851
2020 Q1	$583K	Buy	+4,800	New	+$552K	﹤0.01%	2683
2019 Q4	–	Sell	-13,200	Closed	-$1.49M	–	3603
2019 Q3	$1.49M	Sell	13,200 -37,000	-74%	-$4.13M	﹤0.01%	2424
2019 Q2	$5.52M	Sell	50,200 -41,300	-45%	-$4.43M	﹤0.01%	1766
2019 Q1	$9.76M	Buy	+91,500	New	+$9.57M	0.01%	1396
2018 Q3	–	Sell	-98,298	Closed	-$10.1M	–	3427
2018 Q2	$10.1M	Buy	98,298 +23,498	+31%	+$2.39M	0.01%	1344
2018 Q1	$7.72M	Buy	74,800 +57,800	+340%	+$5.95M	0.01%	1539
2017 Q4	$1.79M	Buy	+17,000	New	+$1.8M	﹤0.01%	2404

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jim Simons's IEF Position: Q2 2026 in Review

Jim Simons opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 43,108 shares worth $4.08M. The stake represents 0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Jim Simons previously reported a position in IEF as recently as Q3 2022.

Jim Simons first reported a position in IEF in Q4 2017 and has held it in 13 quarters since. The position peaked at $21.8M in Q2 2021. 973 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Jim Simons held 43,108 shares of iShares 7-10 Year Treasury Bond ETF worth $4.08M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Jim Simons position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1570 holding.
Jim Simons first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 13 quarters since.
Jim Simons's iShares 7-10 Year Treasury Bond ETF position peaked at $21.8M in Q2 2021.
973 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.