Jim Simons
STIP icon

Jim Simons’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Jim Simons’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-74,500
Closed -$7.63M – 3671
2025
Q4 		$7.63M Sell
74,500
-459,900
-86% -$47.3M 0.01% 1056
2025
Q3 		$55.2M Sell
534,400
-77,700
-13% -$8.01M 0.07% 319
2025
Q2 		$63M Sell
612,100
-290,200
-32% -$29.8M 0.08% 264
2025
Q1 		$93.4M Buy
902,300
+435,900
+93% +$44.4M 0.14% 169
2024
Q4 		$46.9M Buy
466,400
+135,900
+41% +$13.7M 0.07% 345
2024
Q3 		$33.5M Sell
330,500
-10,000
-3% -$1M 0.05% 461
2024
Q2 		$33.9M Buy
340,500
+99,400
+41% +$9.86M 0.06% 403
2024
Q1 		$24M Buy
241,100
+78,306
+48% +$7.74M 0.04% 556
2023
Q4 		$16.1M Buy
+162,794
New +$15.9M 0.02% 712
2022
Q4 		– Sell
-209,300
Closed -$20.1M – 4399
2022
Q3 		$20.1M Buy
209,300
+135,900
+185% +$13.6M 0.03% 674
2022
Q2 		$7.45M Sell
73,400
-134,800
-65% -$13.9M 0.01% 1283
2022
Q1 		$21.8M Buy
208,200
+8,200
+4% +$863K 0.03% 714
2021
Q4 		$21.2M Buy
200,000
+36,600
+22% +$3.88M 0.03% 678
2021
Q3 		$17.3M Sell
163,400
-64,405
-28% -$6.83M 0.02% 746
2021
Q2 		$24.2M Buy
227,805
+53,188
+30% +$5.65M 0.03% 646
2021
Q1 		$18.5M Buy
174,617
+74,117
+74% +$7.8M 0.02% 823
2020
Q4 		$10.5M Buy
100,500
+64,800
+182% +$6.72M 0.01% 1134
2020
Q3 		$3.71M Buy
35,700
+8,100
+29% +$838K ﹤0.01% 1751
2020
Q2 		$2.83M Buy
27,600
+16,400
+146% +$1.66M ﹤0.01% 1977
2020
Q1 		$1.12M Sell
11,200
-9,800
-47% -$985K ﹤0.01% 2375
2019
Q4 		$2.12M Buy
+21,000
New +$2.11M ﹤0.01% 2302
2019
Q2 		– Sell
-11,300
Closed -$1.13M – 3741
2019
Q1 		$1.13M Buy
+11,300
New +$1.12M ﹤0.01% 2617
2018
Q4 		– Sell
-12,800
Closed -$1.26M – 3605
2018
Q3 		$1.26M Sell
12,800
-5,700
-31% -$564K ﹤0.01% 2509
2018
Q2 		$1.84M Buy
+18,500
New +$1.84M ﹤0.01% 2302

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jim Simons's STIP Position: Q1 2026 in Review

Jim Simons sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 74,500 shares — an estimated $7.63M sold.

Jim Simons first reported a position in STIP in Q2 2018 and held it in 24 quarters. The position peaked at $93.4M in Q1 2025. 760 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Jim Simons reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 74,500 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $7.63M.
  • Jim Simons first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 24 quarters.
  • Jim Simons's iShares 0-5 Year TIPS Bond ETF position peaked at $93.4M in Q1 2025.
  • 760 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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