Joel Greenblatt's USIG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,598 shares of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) worth $445,118, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in USIG, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 4,273 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 |
|---|---|---|---|---|
| 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 2 quarters since Q3 2025.
Joel Greenblatt's largest addition to iShares Broad USD Investment Grade Corporate Bond ETF (USIG) was in Q3 2025, adding 4,325 shares worth $225,852.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,598 shares of iShares Broad USD Investment Grade Corporate Bond ETF (USIG), valued at approximately $445,118.
As of the Q4 2025 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 8,598 shares, as reported at the end of Q4 2025.