Jim Simons
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Jim Simons’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Jim Simons’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.87M Buy
+75,500
New +$8.89M 0.01% 1127
2025
Q4 		– Sell
-49,200
Closed -$5.88M – 3469
2025
Q3 		$5.88M Buy
49,200
+7,800
+19% +$928K 0.01% 1396
2025
Q2 		$4.93M Sell
41,400
-12,500
-23% -$1.47M 0.01% 1536
2025
Q1 		$6.37M Buy
+53,900
New +$6.28M 0.01% 1274
2023
Q1 		– Sell
-4,100
Closed -$471K – 4161
2022
Q4 		$471K Buy
+4,100
New +$470K ﹤0.01% 2983
2022
Q3 		– Sell
-16,600
Closed -$1.98M – 4195
2022
Q2 		$1.98M Buy
+16,600
New +$1.98M ﹤0.01% 2202
2022
Q1 		– Sell
-164,400
Closed -$21.2M – 4244
2021
Q4 		$21.2M Buy
+164,400
New +$21.2M 0.03% 679
2021
Q3 		– Sell
-59,800
Closed -$7.81M – 3632
2021
Q2 		$7.81M Buy
+59,800
New +$7.81M 0.01% 1346
2021
Q1 		– Sell
-149,900
Closed -$19.9M – 3483
2020
Q4 		$19.9M Buy
149,900
+72,600
+94% +$9.7M 0.02% 759
2020
Q3 		$10.3M Buy
+77,300
New +$10.3M 0.01% 1112
2020
Q2 		– Sell
-14,000
Closed -$1.87M – 3584
2020
Q1 		$1.87M Buy
+14,000
New +$1.8M ﹤0.01% 2083
2019
Q4 		– Sell
-38,100
Closed -$4.83M – 3604
2019
Q3 		$4.83M Buy
38,100
+2,200
+6% +$278K ﹤0.01% 1816
2019
Q2 		$4.52M Buy
35,900
+15,000
+72% +$1.86M ﹤0.01% 1868
2019
Q1 		$2.58M Buy
+20,900
New +$2.54M ﹤0.01% 2182
2018
Q3 		– Sell
-24,900
Closed -$2.99M – 3428
2018
Q2 		$2.99M Buy
+24,900
New +$2.98M ﹤0.01% 2065
2018
Q1 		– Sell
-22,285
Closed -$2.72M – 3452
2017
Q4 		$2.72M Buy
+22,285
New +$2.74M ﹤0.01% 2164

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jim Simons's IEI Position: Q2 2026 in Review

Jim Simons opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 75,500 shares worth $8.87M. The stake represents 0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Jim Simons previously reported a position in IEI as recently as Q3 2025.

Jim Simons first reported a position in IEI in Q4 2017 and has held it in 16 quarters since. The position peaked at $21.2M in Q4 2021. 824 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Jim Simons held 75,500 shares of iShares 3-7 Year Treasury Bond ETF worth $8.87M as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Jim Simons position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1127 holding.
  • Jim Simons first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 16 quarters since.
  • Jim Simons's iShares 3-7 Year Treasury Bond ETF position peaked at $21.2M in Q4 2021.
  • 824 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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