Joel Greenblatt's NEAR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 200,210 shares of iShares Short Duration Bond Active ETF (NEAR) worth $10.23 M, representing 0.04% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in NEAR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 158,010 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Short Duration Bond Active ETF (NEAR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Short Duration Bond Active ETF (NEAR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +37,311 | Add 22.90% | 200,210 | $51.10 |
| Q3 2025 | +158,010 | Add 3231.95% | 162,899 | $51.28 |
| Q2 2025 | +868 | Add 21.59% | 4,889 | $51.10 |
| Q4 2024 | +4,021 | New Buy | 4,021 | $50.50 |
Joel Greenblatt's iShares Short Duration Bond Active ETF Investment FAQs
Joel Greenblatt first purchased iShares Short Duration Bond Active ETF (NEAR) in Q4 2024, acquiring 4,021 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 Short Duration Bond Active ETF (NEAR) for 5 quarters since Q4 2024.
Joel Greenblatt's largest addition to iShares Short Duration Bond Active ETF (NEAR) was in Q3 2025, adding 162,899 shares worth $8.35 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 200,210 shares of iShares Short Duration Bond Active ETF (NEAR), valued at approximately $10.23 M.
As of the Q4 2025 filing, iShares Short Duration Bond Active ETF (NEAR) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Short Duration Bond Active ETF (NEAR) was 200,210 shares, as reported at the end of Q4 2025.