Joel Greenblatt's USHY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 44,927 shares of iShares Broad USD High Yield Corporate Bond ETF (USHY) worth $1.66 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in USHY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 7,438 shares. Largest reduction occurred in Q2 2025, reducing 84 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Broad USD High Yield Corporate Bond ETF (USHY) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Broad USD High Yield Corporate Bond ETF (USHY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,806 | Add 4.19% | 44,927 | $36.84 |
| Q4 2025 | +1,516 | Add 3.64% | 43,121 | $37.40 |
| Q3 2025 | +542 | Add 1.32% | 41,605 | $37.78 |
| Q2 2025 | -84 | Reduce 0.20% | 41,063 | $37.51 |
| Q1 2025 | +331 | Add 0.81% | 41,147 | $36.81 |
| Q4 2024 | +2,683 | Add 7.04% | 40,816 | $36.79 |
| Q3 2024 | +356 | Add 0.94% | 38,133 | $37.65 |
| Q2 2024 | +458 | Add 1.23% | 37,777 | $36.28 |
| Q1 2024 | +7,438 | Add 24.89% | 37,319 | $36.59 |
| Q3 2023 | +1,542 | Add 5.44% | 29,881 | $34.71 |
| Q1 2023 | +28,339 | New Buy | 28,339 | $35.55 |
Joel Greenblatt's iShares Broad USD High Yield Corporate Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, acquiring 28,339 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 Broad USD High Yield Corporate Bond ETF (USHY) for 13 quarters since Q1 2023.
Joel Greenblatt's largest addition to iShares Broad USD High Yield Corporate Bond ETF (USHY) was in Q1 2023, adding 28,339 shares worth $1.01 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 44,927 shares of iShares Broad USD High Yield Corporate Bond ETF (USHY), valued at approximately $1.66 M.
As of the Q1 2026 filing, iShares Broad USD High Yield Corporate Bond ETF (USHY) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Broad USD High Yield Corporate Bond ETF (USHY) was 44,927 shares, as reported at the end of Q1 2026.