Joel Greenblatt's SHV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,539 shares of iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) worth $722,494, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SHV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 3,631 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2024 | +2,908 | New Buy | 2,908 | $110.50 |
| Q3 2025 | +3,631 | Add 124.86% | 6,539 | $110.49 |
Joel Greenblatt's iShares Trust iShares 0-1 Year Treasury Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, acquiring 2,908 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 Trust iShares 0-1 Year Treasury Bond ETF (SHV) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) was in Q3 2025, adding 6,539 shares worth $722,494. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,539 shares of iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV), valued at approximately $722,494. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) was 6,539 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.