Jim Simons
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Jim Simons’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Jim Simons’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-41,800
Closed -$2.04M – 3463
2025
Q4 		$2.04M Sell
41,800
-231,300
-85% -$11.3M ﹤0.01% 1851
2025
Q3 		$13.3M Sell
273,100
-133,400
-33% -$6.49M 0.02% 935
2025
Q2 		$19.8M Sell
406,500
-121,900
-23% -$5.88M 0.03% 724
2025
Q1 		$25.5M Buy
528,400
+303,388
+135% +$14.6M 0.04% 562
2024
Q4 		$10.7M Sell
225,012
-16,449
-7% -$789K 0.02% 975
2024
Q3 		$11.8M Buy
241,461
+130,861
+118% +$6.3M 0.02% 959
2024
Q2 		$5.24M Buy
110,600
+32,900
+42% +$1.55M 0.01% 1269
2024
Q1 		$3.69M Buy
+77,700
New +$3.68M 0.01% 1614
2023
Q4 		– Sell
-5,523
Closed -$256K – 3910
2023
Q3 		$256K Buy
+5,523
New +$257K ﹤0.01% 3005
2022
Q1 		– Sell
-28,954
Closed -$1.46M – 4260
2021
Q4 		$1.46M Buy
+28,954
New +$1.47M ﹤0.01% 2383
2021
Q3 		– Sell
-99,700
Closed -$5.11M – 3642
2021
Q2 		$5.11M Sell
99,700
-1,408
-1% -$72.3K 0.01% 1623
2021
Q1 		$5.19M Sell
101,108
-125,256
-55% -$6.45M 0.01% 1631
2020
Q4 		$11.7M Buy
226,364
+150,838
+200% +$7.77M 0.01% 1058
2020
Q3 		$3.89M Sell
75,526
-57,474
-43% -$2.96M ﹤0.01% 1721
2020
Q2 		$6.85M Buy
133,000
+61,909
+87% +$3.16M 0.01% 1447
2020
Q1 		$3.59M Sell
71,091
-47,309
-40% -$2.39M ﹤0.01% 1753
2019
Q4 		$5.97M Buy
118,400
+50,700
+75% +$2.55M ﹤0.01% 1745
2019
Q3 		$3.42M Sell
67,700
-158
-0.2% -$7.96K ﹤0.01% 2006
2019
Q2 		$3.42M Buy
67,858
+15,958
+31% +$797K ﹤0.01% 2046
2019
Q1 		$2.59M Buy
+51,900
New +$2.57M ﹤0.01% 2180

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Jim Simons's ISTB Position: Q1 2026 in Review

Jim Simons sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 41,800 shares — an estimated $2.04M sold.

Jim Simons first reported a position in ISTB in Q1 2019 and held it in 20 quarters. The position peaked at $25.5M in Q1 2025. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Jim Simons reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 41,800 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $2.04M.
  • Jim Simons first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 20 quarters.
  • Jim Simons's iShares Core 1-5 Year USD Bond ETF position peaked at $25.5M in Q1 2025.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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