Joel Greenblatt's AGG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 607,761 shares of iShares Core U.S. Aggregate Bond ETF (AGG) worth $60.33 M, representing 0.18% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AGG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 240,578 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +240,578 | Add 65.52% | 607,761 | $99.27 |
| Q4 2025 | +359 | Add 0.10% | 367,183 | $99.88 |
| Q3 2025 | +12,050 | Add 3.40% | 366,824 | $100.25 |
| Q2 2025 | +122,262 | Add 52.58% | 354,774 | $99.20 |
| Q1 2025 | +200,311 | Add 622.06% | 232,512 | $98.92 |
| Q4 2024 | +4,255 | Add 15.23% | 32,201 | $96.90 |
| Q3 2024 | +7,523 | Add 36.84% | 27,946 | $101.27 |
| Q2 2024 | +6,946 | Add 51.54% | 20,423 | $97.07 |
| Q1 2024 | +13,477 | New Buy | 13,477 | $97.94 |
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 9 quarters since Q1 2024.
Joel Greenblatt's largest addition to iShares Core U.S. Aggregate Bond ETF (AGG) was in Q1 2026, adding 607,761 shares worth $60.33 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 607,761 shares of iShares Core U.S. Aggregate Bond ETF (AGG), valued at approximately $60.33 M.
As of the Q1 2026 filing, iShares Core U.S. Aggregate Bond ETF (AGG) represents approximately 0.18% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Core U.S. Aggregate Bond ETF (AGG) was 607,761 shares, as reported at the end of Q1 2026.