Jim Simons
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Jim Simons’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Jim Simons’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14,400
Closed -$843K – 3626
2020
Q4 		$843K Buy
+14,400
New +$836K ﹤0.01% 2589
2020
Q3 		– Sell
-32,100
Closed -$1.86M – 3627
2020
Q2 		$1.86M Buy
+32,100
New +$1.82M ﹤0.01% 2224

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Jim Simons's QLTA Position: Q1 2021 in Review

Jim Simons sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2021, closing a stake of 14,400 shares — an estimated $843K sold.

Jim Simons first reported a position in QLTA in Q2 2020 and held it in 2 quarters. The position peaked at $1.86M in Q2 2020. 123 funds tracked by Wall St. Rank hold QLTA as of Q1 2021.

  • Jim Simons reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Jim Simons sold 14,400 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2021, an estimated $843K.
  • Jim Simons first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Jim Simons's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.86M in Q2 2020.
  • 123 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2021.

Based on Renaissance Technologies's 13F filing for Q1 2021, filed 13 May 2021.