Joel Greenblatt's SGOV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.79 M shares of iShares 0-3 Month Treasury Bond ETF (SGOV) worth $179.42 M, representing 0.66% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SGOV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 803,355 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares 0-3 Month Treasury Bond ETF (SGOV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares 0-3 Month Treasury Bond ETF (SGOV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +235,224 | Add 15.15% | 1.79 M | $100.38 |
| Q3 2025 | +803,355 | Add 107.28% | 1.55 M | $100.70 |
| Q2 2025 | +635,060 | Add 558.27% | 748,815 | $100.69 |
| Q1 2025 | +96,928 | Add 576.03% | 113,755 | $100.67 |
| Q3 2024 | +16,827 | New Buy | 16,827 | $100.72 |
Joel Greenblatt's iShares 0-3 Month Treasury Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2024, acquiring 16,827 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 0-3 Month Treasury Bond ETF (SGOV) for 6 quarters since Q3 2024.
Joel Greenblatt's largest addition to iShares 0-3 Month Treasury Bond ETF (SGOV) was in Q3 2025, adding 1,552,170 shares worth $156.3 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,787,394 shares of iShares 0-3 Month Treasury Bond ETF (SGOV), valued at approximately $179.42 M.
As of the Q4 2025 filing, iShares 0-3 Month Treasury Bond ETF (SGOV) represents approximately 0.66% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares 0-3 Month Treasury Bond ETF (SGOV) was 1,787,394 shares, as reported at the end of Q4 2025.