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
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% +$9.65M 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 		$4.51M 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 $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Jim Simons's IEI Position: Q4 2025 in Review

Jim Simons sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 49,200 shares — an estimated $5.88M sold.

Jim Simons first reported a position in IEI in Q4 2017 and held it in 15 quarters. The position peaked at $21.2M in Q4 2021. 847 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Jim Simons reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 49,200 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $5.88M.
  • Jim Simons first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 15 quarters.
  • Jim Simons's iShares 3-7 Year Treasury Bond ETF position peaked at $21.2M in Q4 2021.
  • 847 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

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