Joel Greenblatt's TLT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 7,918 shares of iShares 20+ Year Treasury Bond ETF (TLT) worth $690,133, representing 0.00% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in TLT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 8,028 shares. Largest reduction occurred in Q3 2025, reducing 20,836 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares 20+ Year Treasury Bond ETF (TLT) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares 20+ Year Treasury Bond ETF (TLT) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,051 | Add 34.96% | 7,918 | $87.16 |
| Q3 2025 | -20,836 | Reduce 78.03% | 5,867 | $89.37 |
| Q1 2025 | -2,097 | Reduce 7.28% | 26,703 | $91.03 |
| Q4 2024 | +1,119 | Add 4.04% | 28,800 | $87.33 |
| Q3 2024 | +938 | Add 3.51% | 27,681 | $98.10 |
| Q2 2024 | -3,484 | Reduce 11.53% | 26,743 | $91.78 |
| Q1 2024 | +8,028 | Add 36.16% | 30,227 | $94.62 |
| Q4 2023 | +22,199 | New Buy | 22,199 | $98.88 |
Joel Greenblatt's iShares 20+ Year Treasury Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2023, acquiring 22,199 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 20+ Year Treasury Bond ETF (TLT) for 9 quarters since Q4 2023.
Joel Greenblatt's largest addition to iShares 20+ Year Treasury Bond ETF (TLT) was in Q4 2023, adding 22,199 shares worth $2.2 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 7,918 shares of iShares 20+ Year Treasury Bond ETF (TLT), valued at approximately $690,133.
As of the Q4 2025 filing, iShares 20+ Year Treasury Bond ETF (TLT) 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 20+ Year Treasury Bond ETF (TLT) was 30,227 shares, as reported at the end of Q1 2024.