Jim Simons’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Jim Simons’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-211,800	Closed	-$9.89M	–	3496
2025 Q3	$9.89M	Buy	211,800 +50,900	+32%	+$2.35M	0.01%	1098
2025 Q2	$7.44M	Sell	160,900 -35,400	-18%	-$1.62M	0.01%	1274
2025 Q1	$9.05M	Buy	+196,300	New	+$8.95M	0.01%	1058
2023 Q1	–	Sell	-96,600	Closed	-$4.34M	–	4185
2022 Q4	$4.34M	Buy	+96,600	New	+$4.32M	0.01%	1596
2022 Q3	–	Sell	-110,751	Closed	-$5.18M	–	4226
2022 Q2	$5.18M	Buy	+110,751	New	+$5.26M	0.01%	1526
2021 Q1	–	Sell	-123,661	Closed	-$6.75M	–	3506
2020 Q4	$6.75M	Buy	123,661 +101,590	+460%	+$5.52M	0.01%	1407
2020 Q3	$1.2M	Buy	+22,071	New	+$1.21M	﹤0.01%	2418

Other funds holding IUSB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jim Simons's IUSB Position: Q4 2025 in Review

Jim Simons sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 211,800 shares — an estimated $9.89M sold.

Jim Simons first reported a position in IUSB in Q3 2020 and held it in 7 quarters. The position peaked at $9.89M in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Jim Simons reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 211,800 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $9.89M.
Jim Simons first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 7 quarters.
Jim Simons's iShares Core Universal USD Bond ETF position peaked at $9.89M in Q3 2025.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

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