Jim Simons
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Jim Simons’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Jim Simons’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Buy
+36,000
New +$1.8M ﹤0.01% 2022
2026
Q1 		– Sell
-45,700
Closed -$2.28M – 3504
2025
Q4 		$2.28M Sell
45,700
-124,090
-73% -$6.2M ﹤0.01% 1782
2025
Q3 		$8.45M Sell
169,790
-81,010
-32% -$4.01M 0.01% 1176
2025
Q2 		$12.4M Sell
250,800
-73,400
-23% -$3.59M 0.02% 941
2025
Q1 		$15.9M Buy
324,200
+96,500
+42% +$4.71M 0.02% 760
2024
Q4 		$11.1M Buy
227,700
+72,500
+47% +$3.54M 0.02% 954
2024
Q3 		$7.67M Sell
155,200
-145,358
-48% -$7.12M 0.01% 1182
2024
Q2 		$14.4M Sell
300,558
-150,842
-33% -$7.24M 0.02% 740
2024
Q1 		$21.8M Buy
451,400
+148,731
+49% +$7.17M 0.03% 596
2023
Q4 		$14.6M Buy
302,669
+111,493
+58% +$5.29M 0.02% 765
2023
Q3 		$9.03M Sell
191,176
-27,124
-12% -$1.29M 0.02% 979
2023
Q2 		$10.4M Buy
218,300
+45,800
+27% +$2.2M 0.02% 999
2023
Q1 		$8.26M Buy
172,500
+26,900
+18% +$1.29M 0.01% 1184
2022
Q4 		$6.9M Buy
+145,600
New +$6.88M 0.01% 1305
2022
Q2 		– Sell
-4,103
Closed -$201K – 4427
2022
Q1 		$201K Sell
4,103
-107,983
-96% -$5.35M ﹤0.01% 3643
2021
Q4 		$5.6M Sell
112,086
-20,391
-15% -$1.03M 0.01% 1459
2021
Q3 		$6.7M Sell
132,477
-82,698
-38% -$4.2M 0.01% 1285
2021
Q2 		$11M Buy
215,175
+38,812
+22% +$1.98M 0.01% 1110
2021
Q1 		$9M Sell
176,363
-201,237
-53% -$10.3M 0.01% 1267
2020
Q4 		$19.4M Buy
377,600
+302,700
+404% +$15.6M 0.02% 774
2020
Q3 		$3.87M Buy
74,900
+47,800
+176% +$2.47M ﹤0.01% 1724
2020
Q2 		$1.4M Sell
27,100
-44,100
-62% -$2.28M ﹤0.01% 2374
2020
Q1 		$3.63M Sell
71,200
-121,100
-63% -$6.29M ﹤0.01% 1750
2019
Q4 		$10M Buy
192,300
+15,686
+9% +$814K 0.01% 1452
2019
Q3 		$9.18M Sell
176,614
-18,986
-10% -$985K 0.01% 1442
2019
Q2 		$10.1M Buy
195,600
+5,700
+3% +$293K 0.01% 1404
2019
Q1 		$9.7M Buy
189,900
+62,100
+49% +$3.18M 0.01% 1397
2018
Q4 		$6.52M Buy
127,800
+94,300
+281% +$4.8M 0.01% 1565
2018
Q3 		$1.71M Buy
33,500
+19,200
+134% +$982K ﹤0.01% 2350
2018
Q2 		$732K Sell
14,300
-14,300
-50% -$733K ﹤0.01% 2712
2018
Q1 		$1.47M Buy
+28,600
New +$1.47M ﹤0.01% 2486

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jim Simons's LMBS Position: Q2 2026 in Review

Jim Simons opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 36,000 shares worth $1.79M. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings. This is a return to the name: Jim Simons previously reported a position in LMBS as recently as Q4 2025.

Jim Simons first reported a position in LMBS in Q1 2018 and has held it in 31 quarters since. The position peaked at $21.8M in Q1 2024. 458 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Jim Simons held 36,000 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.79M as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Jim Simons position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2022 holding.
  • Jim Simons first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and has held it in 31 quarters since.
  • Jim Simons's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $21.8M in Q1 2024.
  • 458 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

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