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 $4.65 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IEI for several quarters, showing initial confidence in the investment. 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 3 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 Q2 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 $4.65 M.
As of the Q2 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.