Joel Greenblatt's AGG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 366,824 shares of iShares Core U.S. Aggregate Bond ETF (AGG) worth $36.77 M, representing 0.16% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in AGG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 200,311 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core US Aggregate Bond ETF (AGG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core US Aggregate Bond ETF (AGG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +13,477 | New Buy | 13,477 | $97.94 |
| Q2 2024 | +6,946 | Add 51.54% | 20,423 | $97.07 |
| Q3 2024 | +7,523 | Add 36.84% | 27,946 | $101.27 |
| Q4 2024 | +4,255 | Add 15.23% | 32,201 | $96.90 |
| Q1 2025 | +200,311 | Add 622.06% | 232,512 | $98.92 |
| Q2 2025 | +122,262 | Add 52.58% | 354,774 | $99.20 |
| Q3 2025 | +12,050 | Add 3.40% | 366,824 | $100.25 |
Joel Greenblatt's iShares Core US Aggregate Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares Core U.S. Aggregate Bond ETF (AGG) in Q1 2024, acquiring 13,477 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares Core U.S. Aggregate Bond ETF (AGG) for 7 quarters since Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to iShares Core U.S. Aggregate Bond ETF (AGG) was in Q1 2025, adding 232,512 shares worth $23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 366,824 shares of iShares Core U.S. Aggregate Bond ETF (AGG), valued at approximately $36.77 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core U.S. Aggregate Bond ETF (AGG) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in iShares Core U.S. Aggregate Bond ETF (AGG) was 366,824 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.