Jim Simons
SHV icon

Jim Simons’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Jim Simons’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,040,800
Closed -$115M – 3857
2025
Q1 		$115M Buy
1,040,800
+202,700
+24% +$22.4M 0.17% 121
2024
Q4 		$92.3M Buy
838,100
+82,000
+11% +$9.04M 0.14% 169
2024
Q3 		$83.6M Buy
756,100
+51,100
+7% +$5.64M 0.13% 172
2024
Q2 		$77.9M Hold
705,000
– – 0.13% 166
2024
Q1 		$77.9M Hold
705,000
– – 0.12% 191
2023
Q4 		$77.6M Buy
705,000
+248,100
+54% +$27.3M 0.12% 181
2023
Q3 		$50.5M Buy
456,900
+139,800
+44% +$15.4M 0.09% 259
2023
Q2 		$35M Hold
317,100
– – 0.05% 416
2023
Q1 		$35M Buy
317,100
+50,400
+19% +$5.55M 0.05% 460
2022
Q4 		$29.3M Buy
266,700
+65,400
+32% +$7.19M 0.04% 534
2022
Q3 		$22.1M Buy
201,300
+20,600
+11% +$2.27M 0.03% 630
2022
Q2 		$19.9M Buy
+180,700
New +$19.9M 0.02% 733
2021
Q3 		– Sell
-2,100
Closed -$232K – 3804
2021
Q2 		$232K Sell
2,100
-8,400
-80% -$928K ﹤0.01% 3220
2021
Q1 		$1.16M Buy
+10,500
New +$1.16M ﹤0.01% 2547
2020
Q1 		– Sell
-129,626
Closed -$14.3M – 3749
2019
Q4 		$14.3M Buy
129,626
+39,126
+43% +$4.33M 0.01% 1204
2019
Q3 		$10M Sell
90,500
-1,300
-1% -$144K 0.01% 1394
2019
Q2 		$10.2M Sell
91,800
-500
-0.5% -$55.2K 0.01% 1397
2019
Q1 		$10.2M Sell
92,300
-6,600
-7% -$729K 0.01% 1371
2018
Q4 		$10.9M Buy
98,900
+600
+0.6% +$66.2K 0.01% 1251
2018
Q3 		$10.9M Buy
98,300
+5,000
+5% +$552K 0.01% 1303
2018
Q2 		$10.3M Buy
93,300
+13,100
+16% +$1.45M 0.01% 1323
2018
Q1 		$8.85M Buy
80,200
+10,200
+15% +$1.12M 0.01% 1446
2017
Q4 		$7.72M Buy
+70,000
New +$7.72M 0.01% 1543

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Jim Simons's SHV Position: Q2 2025 in Review

Jim Simons sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 1,040,800 shares — an estimated $115M sold.

Jim Simons first reported a position in SHV in Q4 2017 and held it in 23 quarters. The position peaked at $115M in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • Jim Simons reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 1,040,800 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $115M.
  • Jim Simons first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and held it in 23 quarters.
  • Jim Simons's iShares 0-1 Year Treasury Bond ETF position peaked at $115M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.