Jim Simons
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Jim Simons’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jim Simons’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Buy
+92,000
New +$10.1M 0.02% 971
2025
Q3 		– Sell
-9,900
Closed -$1.09M – 3741
2025
Q2 		$1.09M Buy
+9,900
New +$1.06M ﹤0.01% 2475
2024
Q2 		– Sell
-125,000
Closed -$13.6M – 3774
2024
Q1 		$13.6M Buy
+125,000
New +$13.6M 0.02% 831
2023
Q4 		– Sell
-143,900
Closed -$14.7M – 3956
2023
Q3 		$14.7M Buy
143,900
+81,000
+129% +$8.54M 0.03% 715
2023
Q2 		$6.8M Buy
+62,900
New +$6.8M 0.01% 1239
2022
Q4 		– Sell
-59,400
Closed -$6.09M – 4277
2022
Q3 		$6.09M Buy
+59,400
New +$6.55M 0.01% 1313
2021
Q3 		– Sell
-41,200
Closed -$5.54M – 3683
2021
Q2 		$5.54M Buy
41,200
+6,500
+19% +$857K 0.01% 1574
2021
Q1 		$4.51M Buy
34,700
+21,300
+159% +$2.83M 0.01% 1709
2020
Q4 		$1.85M Buy
+13,400
New +$1.83M ﹤0.01% 2168
2020
Q3 		– Sell
-15,600
Closed -$2.1M – 3543
2020
Q2 		$2.1M Buy
+15,600
New +$2.03M ﹤0.01% 2165
2019
Q4 		– Sell
-21,000
Closed -$2.68M – 3641
2019
Q3 		$2.68M Buy
21,000
+3,700
+21% +$466K ﹤0.01% 2122
2019
Q2 		$2.15M Buy
+17,300
New +$2.08M ﹤0.01% 2284
2018
Q4 		– Sell
-56,000
Closed -$6.44M – 3508
2018
Q3 		$6.44M Sell
56,000
-33,700
-38% -$3.88M 0.01% 1642
2018
Q2 		$10.3M Buy
89,700
+70,300
+362% +$8.09M 0.01% 1326
2018
Q1 		$2.28M Buy
+19,400
New +$2.29M ﹤0.01% 2259

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Jim Simons's LQD Position: Q1 2026 in Review

Jim Simons opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026: 92,000 shares worth $10M. The stake represents 0.02% of the portfolio and ranks #971 among its holdings. This is a return to the name: Jim Simons previously reported a position in LQD as recently as Q2 2025.

Jim Simons first reported a position in LQD in Q1 2018 and has held it in 15 quarters since. The position peaked at $14.7M in Q3 2023. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Jim Simons held 92,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10M as of Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Jim Simons position in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Jim Simons's portfolio in Q1 2026, its #971 holding.
  • Jim Simons first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 15 quarters since.
  • Jim Simons's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.7M in Q3 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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