Jim Simons
TBLL icon

Jim Simons’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Jim Simons’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-404,200
Closed -$42.7M – 3892
2025
Q1 		$42.7M Buy
404,200
+48,500
+14% +$5.12M 0.06% 373
2024
Q4 		$37.6M Hold
355,700
– – 0.06% 418
2024
Q3 		$37.6M Buy
355,700
+53,700
+18% +$5.67M 0.06% 418
2024
Q2 		$31.9M Buy
302,000
+45,100
+18% +$4.76M 0.05% 425
2024
Q1 		$27.1M Sell
256,900
-6,800
-3% -$718K 0.04% 503
2023
Q4 		$27.8M Buy
263,700
+58,200
+28% +$6.15M 0.04% 486
2023
Q3 		$21.7M Sell
205,500
-9,600
-4% -$1.01M 0.04% 536
2023
Q2 		$22.7M Buy
215,100
+101,600
+90% +$10.7M 0.03% 620
2023
Q1 		$12M Buy
+113,500
New +$12M 0.02% 1000

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

Jim Simons's TBLL Position: Q2 2025 in Review

Jim Simons sold out of Invesco Short Term Treasury ETF (TBLL) in Q2 2025, closing a stake of 404,200 shares — an estimated $42.7M sold.

Jim Simons first reported a position in TBLL in Q1 2023 and held it in 9 quarters. The position peaked at $42.7M in Q1 2025. 127 funds tracked by Wall St. Rank hold TBLL as of Q2 2025.

  • Jim Simons reported no remaining Invesco Short Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 404,200 Invesco Short Term Treasury ETF shares in Q2 2025, an estimated $42.7M.
  • Jim Simons first reported a position in Invesco Short Term Treasury ETF in Q1 2023 and held it in 9 quarters.
  • Jim Simons's Invesco Short Term Treasury ETF position peaked at $42.7M in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2025.

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