Jim Simons
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Jim Simons’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Jim Simons’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6M Buy
544,563
+456,301
+517% +$24.1M 0.04% 512
2025
Q4 		$4.67M Sell
88,262
-567,926
-87% -$30.1M 0.01% 1346
2025
Q3 		$34.8M Sell
656,188
-463,912
-41% -$24.5M 0.05% 482
2025
Q2 		$59.1M Sell
1,120,100
-859,500
-43% -$44.9M 0.08% 283
2025
Q1 		$104M Buy
1,979,600
+1,015,700
+105% +$52.8M 0.16% 148
2024
Q4 		$49.8M Buy
963,900
+196,223
+26% +$10.2M 0.07% 325
2024
Q3 		$40.4M Sell
767,677
-287,823
-27% -$15M 0.06% 393
2024
Q2 		$54.1M Buy
1,055,500
+702,997
+199% +$35.9M 0.09% 260
2024
Q1 		$18.1M Sell
352,503
-610,997
-63% -$31.3M 0.03% 682
2023
Q4 		$49.4M Buy
963,500
+624,300
+184% +$31.3M 0.08% 301
2023
Q3 		$16.9M Buy
+339,200
New +$17M 0.03% 653
2023
Q2 		– Sell
-61,518
Closed -$3.11M – 4077
2023
Q1 		$3.11M Sell
61,518
-222,082
-78% -$11.1M ﹤0.01% 1755
2022
Q4 		$14.1M Buy
283,600
+165,700
+141% +$8.2M 0.02% 898
2022
Q3 		$5.81M Buy
117,900
+19,810
+20% +$1,000K 0.01% 1333
2022
Q2 		$4.96M Buy
+98,090
New +$4.99M 0.01% 1563
2021
Q1 		– Sell
-54,825
Closed -$3.02M – 3488
2020
Q4 		$3.02M Buy
+54,825
New +$3.01M ﹤0.01% 1886
2020
Q3 		– Sell
-88,000
Closed -$4.81M – 3504
2020
Q2 		$4.81M Sell
88,000
-23,100
-21% -$1.24M ﹤0.01% 1666
2020
Q1 		$5.82M Sell
111,100
-125,745
-53% -$6.69M 0.01% 1480
2019
Q4 		$12.7M Buy
236,845
+90,446
+62% +$4.85M 0.01% 1296
2019
Q3 		$7.86M Sell
146,399
-10,479
-7% -$561K 0.01% 1538
2019
Q2 		$8.38M Buy
156,878
+139,678
+812% +$7.38M 0.01% 1525
2019
Q1 		$909K Buy
+17,200
New +$898K ﹤0.01% 2715
2018
Q1 		– Sell
-12,200
Closed -$638K – 3453
2017
Q4 		$638K Buy
+12,200
New +$640K ﹤0.01% 2827

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's IGSB Position: Q1 2026 in Review

Jim Simons increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 517% in Q1 2026, buying an estimated $24.1M and bringing the position to 544,563 shares worth $28.6M. The position accounts for 0.04% of the portfolio, ranked #512.

Jim Simons first reported a position in IGSB in Q4 2017 and has held it in 23 quarters since. The position peaked at $104M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Jim Simons held 544,563 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $28.6M as of Q1 2026.
  • Jim Simons bought 456,301 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $24.1M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Jim Simons's portfolio in Q1 2026, its #512 holding.
  • Jim Simons first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • Jim Simons's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $104M in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.