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Joel Greenblatt’s IUSB Holdings & Trades

First Buy
Q1 2025
Duration Held
4 Quarters
Largest Add
Q1 2025
+12,473 Shares
Current Position
14,501 Shares
$674,877 Value

Joel Greenblatt's IUSB Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 14,501 shares of iShares Core Total USD Bond Market ETF (IUSB) worth $674,877, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in IUSB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 1,613 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's iShares Core Total USD Bond Market ETF (IUSB) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares Core Total USD Bond Market ETF (IUSB) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +1,613 Add 12.52% 14,501 $46.54
Q2 2025 +415 Add 3.33% 12,888 $46.23
Q1 2025 +12,473 New Buy 12,473 $46.08

Joel Greenblatt's iShares Core Total USD Bond Market ETF Investment FAQs

Joel Greenblatt first purchased iShares Core Total USD Bond Market ETF (IUSB) in Q1 2025, acquiring 12,473 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 Total USD Bond Market ETF (IUSB) for 4 quarters since Q1 2025.

Joel Greenblatt's largest addition to iShares Core Total USD Bond Market ETF (IUSB) was in Q1 2025, adding 12,473 shares worth $574,756.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 14,501 shares of iShares Core Total USD Bond Market ETF (IUSB), valued at approximately $674,877.

As of the Q4 2025 filing, iShares Core Total USD Bond Market ETF (IUSB) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in iShares Core Total USD Bond Market ETF (IUSB) was 14,501 shares, as reported at the end of Q4 2025.