Jim Simons’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.1M Sell
94,700
-34,150
-27% -$3.67M 0.02% 968
2025
Q4
$13.8M Sell
128,850
-156,250
-55% -$16.7M 0.02% 768
2025
Q3
$30.4M Sell
285,100
-285,200
-50% -$29.8M 0.04% 552
2025
Q2
$59.6M Buy
570,300
+306,100
+116% +$31.8M 0.08% 280
2025
Q1
$27.9M Buy
264,200
+167,170
+172% +$17.8M 0.04% 528
2024
Q4
$10.3M Sell
97,030
-205,570
-68% -$22.1M 0.02% 989
2024
Q3
$32.9M Buy
302,600
+32,200
+12% +$3.47M 0.05% 467
2024
Q2
$28.8M Buy
270,400
+68,300
+34% +$7.27M 0.05% 455
2024
Q1
$21.7M Sell
202,100
-476,700
-70% -$51.4M 0.03% 597
2023
Q4
$73.6M Buy
678,800
+670,600
+8,178% +$70.1M 0.11% 209
2023
Q3
$841K Sell
8,200
-78,700
-91% -$8.3M ﹤0.01% 2417
2023
Q2
$9.28M Buy
86,900
+4,047
+5% +$433K 0.01% 1063
2023
Q1
$8.93M Buy
82,853
+55,153
+199% +$5.89M 0.01% 1143
2022
Q4
$2.92M Buy
+27,700
New +$2.89M ﹤0.01% 1840
2022
Q3
Sell
-183,400
Closed -$19.5M 4287
2022
Q2
$19.5M Buy
183,400
+178,100
+3,360% +$19M 0.02% 743
2022
Q1
$581K Buy
+5,300
New +$598K ﹤0.01% 3097
2021
Q3
Sell
-18,799
Closed -$2.2M 3711
2021
Q2
$2.2M Buy
18,799
+15,199
+422% +$1.78M ﹤0.01% 2192
2021
Q1
$418K Sell
3,600
-163,500
-98% -$19.1M ﹤0.01% 2978
2020
Q4
$19.6M Buy
+167,100
New +$19.4M 0.02% 770
2020
Q3
Sell
-110,700
Closed -$12.8M 3570
2020
Q2
$12.8M Buy
110,700
+108,500
+4,932% +$12.3M 0.01% 1082
2020
Q1
$249K Sell
2,200
-116,900
-98% -$13.3M ﹤0.01% 3036
2019
Q4
$13.6M Buy
119,100
+80,919
+212% +$9.22M 0.01% 1245
2019
Q3
$4.36M Sell
38,181
-46,900
-55% -$5.35M ﹤0.01% 1871
2019
Q2
$9.62M Buy
85,081
+27,218
+47% +$3.05M 0.01% 1441
2019
Q1
$6.43M Sell
57,863
-66,418
-53% -$7.28M 0.01% 1645
2018
Q4
$13.6M Buy
124,281
+50,700
+69% +$5.46M 0.01% 1130
2018
Q3
$7.94M Sell
73,581
-8,346
-10% -$907K 0.01% 1500
2018
Q2
$8.93M Buy
81,927
+5,046
+7% +$548K 0.01% 1424
2018
Q1
$8.38M Buy
76,881
+35,300
+85% +$3.85M 0.01% 1475
2017
Q4
$4.61M Buy
+41,581
New +$4.6M 0.01% 1868

Other funds holding MUB

Jim Simons's MUB Position: Q1 2026 in Review

Jim Simons reduced its iShares National Muni Bond ETF (MUB) stake by 27% in Q1 2026, selling an estimated $3.67M and leaving 94,700 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #968.

Jim Simons first reported a position in MUB in Q4 2017 and has held it in 30 quarters since. The position peaked at $73.6M in Q4 2023. 1,628 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Jim Simons held 94,700 shares of iShares National Muni Bond ETF worth $10.1M as of Q1 2026.
  • Jim Simons sold 34,150 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.67M.
  • iShares National Muni Bond ETF made up 0.02% of Jim Simons's portfolio in Q1 2026, its #968 holding.
  • Jim Simons first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • Jim Simons's iShares National Muni Bond ETF position peaked at $73.6M in Q4 2023.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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