Jim Simons
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Jim Simons’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jim Simons’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-736,571
Closed -$61M – 3862
2025
Q2 		$61M Sell
736,571
-489,629
-40% -$40.4M 0.08% 272
2025
Q1 		$101M Buy
1,226,200
+173,600
+16% +$14.3M 0.15% 152
2024
Q4 		$86.3M Buy
1,052,600
+332,400
+46% +$27.3M 0.13% 192
2024
Q3 		$59.9M Sell
720,200
-127,678
-15% -$10.5M 0.09% 268
2024
Q2 		$69.2M Buy
847,878
+364,878
+76% +$29.7M 0.12% 200
2024
Q1 		$39.5M Buy
+483,000
New +$39.5M 0.06% 382
2023
Q1 		– Sell
-233,700
Closed -$19M – 4341
2022
Q4 		$19M Buy
233,700
+229,900
+6,050% +$18.7M 0.03% 733
2022
Q3 		$309K Buy
+3,800
New +$313K ﹤0.01% 3198
2022
Q1 		– Sell
-92,000
Closed -$7.87M – 4428
2021
Q4 		$7.87M Buy
+92,000
New +$7.89M 0.01% 1209
2021
Q3 		– Sell
-239,900
Closed -$20.7M – 3805
2021
Q2 		$20.7M Buy
239,900
+230,321
+2,404% +$19.9M 0.03% 746
2021
Q1 		$826K Sell
9,579
-222,321
-96% -$19.2M ﹤0.01% 2690
2020
Q4 		$20M Buy
231,900
+57,489
+33% +$4.97M 0.02% 756
2020
Q3 		$15.1M Buy
174,411
+79,711
+84% +$6.9M 0.02% 887
2020
Q2 		$8.2M Buy
94,700
+83,646
+757% +$7.24M 0.01% 1341
2020
Q1 		$958K Buy
+11,054
New +$944K ﹤0.01% 2449
2019
Q4 		– Sell
-27,000
Closed -$2.29M – 3720
2019
Q3 		$2.29M Sell
27,000
-23,366
-46% -$1.98M ﹤0.01% 2211
2019
Q2 		$4.27M Buy
50,366
+528
+1% +$44.5K ﹤0.01% 1901
2019
Q1 		$4.19M Buy
+49,838
New +$4.17M ﹤0.01% 1923
2018
Q1 		– Sell
-93,000
Closed -$7.8M – 3552
2017
Q4 		$7.8M Buy
+93,000
New +$7.82M 0.01% 1537

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $530B AUM 22.01% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jim Simons's SHY Position: Q3 2025 in Review

Jim Simons sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 736,571 shares — an estimated $61M sold.

Jim Simons first reported a position in SHY in Q4 2017 and held it in 19 quarters. The position peaked at $101M in Q1 2025. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Jim Simons reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 736,571 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $61M.
  • Jim Simons first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 19 quarters.
  • Jim Simons's iShares 1-3 Year Treasury Bond ETF position peaked at $101M in Q1 2025.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.