Joel Greenblatt's USIG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 19,315 shares of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) worth $989,507, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in USIG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 10,717 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Broad USD Investment Grade Corporate Bond ETF (USIG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Broad USD Investment Grade Corporate Bond ETF (USIG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +10,717 | Add 124.65% | 19,315 | $51.23 |
| Q4 2025 | +4,273 | Add 98.80% | 8,598 | $51.77 |
| Q3 2025 | +4,325 | New Buy | 4,325 | $52.22 |
Joel Greenblatt's iShares Broad USD Investment Grade Corporate Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, acquiring 4,325 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 Investment Grade Corporate Bond ETF (USIG) for 3 quarters since Q3 2025.
Joel Greenblatt's largest addition to iShares Broad USD Investment Grade Corporate Bond ETF (USIG) was in Q1 2026, adding 19,315 shares worth $989,507.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 19,315 shares of iShares Broad USD Investment Grade Corporate Bond ETF (USIG), valued at approximately $989,507.
As of the Q1 2026 filing, iShares Broad USD Investment Grade Corporate Bond ETF (USIG) 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 Broad USD Investment Grade Corporate Bond ETF (USIG) was 19,315 shares, as reported at the end of Q1 2026.