Jim Simons
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Jim Simons’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Jim Simons’s Portfolio TBT Stock Details TBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Sell
27,400
-37,000
-57% -$1.32M ﹤0.01% 2331
2026
Q1 		$2.26M Buy
64,400
+19,700
+44% +$676K ﹤0.01% 1836
2025
Q4 		$1.56M Sell
44,700
-170,200
-79% -$5.72M ﹤0.01% 2031
2025
Q3 		$7.26M Buy
214,900
+120,600
+128% +$4.29M 0.01% 1264
2025
Q2 		$3.31M Sell
94,300
-103,000
-52% -$3.73M ﹤0.01% 1778
2025
Q1 		$6.64M Buy
197,300
+134,100
+212% +$4.75M 0.01% 1247
2024
Q4 		$2.31M Sell
63,200
-92,700
-59% -$3.12M ﹤0.01% 1965
2024
Q3 		$4.64M Buy
155,900
+124,000
+389% +$3.87M 0.01% 1487
2024
Q2 		$1.1M Sell
31,900
-91,012
-74% -$3.23M ﹤0.01% 2268
2024
Q1 		$4.05M Sell
122,912
-36,388
-23% -$1.21M 0.01% 1546
2023
Q4 		$4.81M Buy
159,300
+54,500
+52% +$2.04M 0.01% 1375
2023
Q3 		$4.11M Buy
104,800
+12,100
+13% +$408K 0.01% 1417
2023
Q2 		$2.72M Buy
+92,700
New +$2.71M ﹤0.01% 1806
2022
Q4 		– Sell
-162,400
Closed -$5.17M – 4408
2022
Q3 		$5.17M Buy
162,400
+115,200
+244% +$3.1M 0.01% 1420
2022
Q2 		$1.23M Buy
+47,200
New +$1.2M ﹤0.01% 2570
2020
Q3 		– Sell
-27,300
Closed -$434K – 3679
2020
Q2 		$434K Buy
+27,300
New +$437K ﹤0.01% 2922
2019
Q3 		– Sell
-188,680
Closed -$5.46M – 3695
2019
Q2 		$5.46M Buy
188,680
+158,780
+531% +$5.07M ﹤0.01% 1768
2019
Q1 		$965K Sell
29,900
-123,400
-80% -$4.32M ﹤0.01% 2685
2018
Q4 		$5.38M Buy
+153,300
New +$5.99M 0.01% 1680
2018
Q2 		– Sell
-14,600
Closed -$530K – 3525
2018
Q1 		$530K Buy
+14,600
New +$542K ﹤0.01% 2897

Other funds holding TBT

CastleKnight Management
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Camarda Financial Advisors
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Jim Simons's TBT Position: Q2 2026 in Review

Jim Simons reduced its ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) stake by 57% in Q2 2026, selling an estimated $1.32M and leaving 27,400 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Jim Simons first reported a position in TBT in Q1 2018 and has held it in 20 quarters since. The position peaked at $7.26M in Q3 2025. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

  • Jim Simons held 27,400 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $957K as of Q2 2026.
  • Jim Simons sold 37,000 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2026, an estimated $1.32M.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2331 holding.
  • Jim Simons first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2018 and has held it in 20 quarters since.
  • Jim Simons's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $7.26M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.