Joel Greenblatt's IEI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 39,564 shares of iShares 3-7 Year Treasury Bond ETF (IEI) worth $4.69 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in IEI, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 24,456 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares 3-7 Year Treasury Bond ETF (IEI) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares 3-7 Year Treasury Bond ETF (IEI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +24,456 | Add 161.87% | 39,564 | $118.60 |
| Q4 2025 | +15,108 | New Buy | 15,108 | $119.35 |
Joel Greenblatt's iShares 3-7 Year Treasury Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, acquiring 15,108 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 3-7 Year Treasury Bond ETF (IEI) for 2 quarters since Q4 2025.
Joel Greenblatt's largest addition to iShares 3-7 Year Treasury Bond ETF (IEI) was in Q1 2026, adding 39,564 shares worth $4.69 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 39,564 shares of iShares 3-7 Year Treasury Bond ETF (IEI), valued at approximately $4.69 M.
As of the Q1 2026 filing, iShares 3-7 Year Treasury Bond ETF (IEI) 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 3-7 Year Treasury Bond ETF (IEI) was 39,564 shares, as reported at the end of Q1 2026.