Joel Greenblatt's IBDV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 180,543 shares of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) worth $3.94 M, representing 0.01% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IBDV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 89,367 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares iBonds Dec 2030 Term Corporate ETF (IBDV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares iBonds Dec 2030 Term Corporate ETF (IBDV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +89,367 | Add 98.02% | 180,543 | $21.89 |
| Q4 2025 | +52,189 | Add 133.86% | 91,176 | $22.07 |
| Q2 2025 | +38,987 | New Buy | 38,987 | $21.98 |
Joel Greenblatt's iShares iBonds Dec 2030 Term Corporate ETF Investment FAQs
Joel Greenblatt first purchased iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2025, acquiring 38,987 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 iBonds Dec 2030 Term Corporate ETF (IBDV) for 5 quarters since Q2 2025.
Joel Greenblatt's largest addition to iShares iBonds Dec 2030 Term Corporate ETF (IBDV) was in Q1 2026, adding 180,543 shares worth $3.95 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 180,543 shares of iShares iBonds Dec 2030 Term Corporate ETF (IBDV), valued at approximately $3.94 M.
As of the Q2 2026 filing, iShares iBonds Dec 2030 Term Corporate ETF (IBDV) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) was 180,543 shares, as reported at the end of Q1 2026.