Joel Greenblatt's LQD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 118,624 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) worth $13.22 M, representing 0.06% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in LQD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 10,828 shares. Largest reduction occurred in Q4 2024, reducing 930 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +93,930 | New Buy | 93,930 | $108.92 |
| Q3 2024 | +930 | Add 0.99% | 94,860 | $112.98 |
| Q4 2024 | -930 | Reduce 0.98% | 93,930 | $106.84 |
| Q1 2025 | +4,700 | Add 5.00% | 98,630 | $108.69 |
| Q2 2025 | +9,166 | Add 9.29% | 107,796 | $109.61 |
| Q3 2025 | +10,828 | Add 10.04% | 118,624 | $111.47 |
Joel Greenblatt's iShares iBoxx $ Investment Grade Corporate Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, acquiring 93,930 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 iBoxx $ Investment Grade Corporate Bond ETF (LQD) for 7 quarters since Q1 2024.
Joel Greenblatt's largest addition to iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) was in Q1 2024, adding 93,930 shares worth $10.23 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 118,624 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), valued at approximately $13.22 M.
As of the Q3 2025 filing, iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) was 118,624 shares, as reported at the end of Q3 2025.