Joel Greenblatt’s iShares US Treasury Bond ETF GOVT Stock Holding History

Joel Greenblatt’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9M	Buy	654,307 +13,631	+2%	+$310K	0.03%	684
2026 Q1	$14.7M	Buy	640,676 +21,824	+4%	+$503K	0.05%	567
2025 Q4	$14.2M	Buy	618,852 +545,770	+747%	+$12.6M	0.05%	523
2025 Q3	$1.69M	Buy	73,082 +60,186	+467%	+$1.38M	0.01%	1047
2025 Q2	$296K	Buy	12,896 +381	+3%	+$8.68K	﹤0.01%	1465
2025 Q1	$288K	Sell	12,515 -12,546	-50%	-$284K	﹤0.01%	1378
2024 Q4	$576K	Hold	25,061	–	–	0.01%	1073
2024 Q3	$588K	Buy	25,061 +1,018	+4%	+$23.6K	0.01%	1059
2024 Q2	$543K	Buy	24,043 +1,862	+8%	+$41.8K	0.01%	1068
2024 Q1	$505K	Buy	+22,181	New	+$504K	0.01%	1046

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Joel Greenblatt's GOVT Position: Q2 2026 in Review

Joel Greenblatt increased its iShares US Treasury Bond ETF (GOVT) stake by 2.1% in Q2 2026, buying an estimated $310K and bringing the position to 654,307 shares worth $14.9M. The position accounts for 0.03% of the portfolio, ranked #684.

Joel Greenblatt first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Joel Greenblatt held 654,307 shares of iShares US Treasury Bond ETF worth $14.9M as of Q2 2026.
Joel Greenblatt bought 13,631 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $310K.
iShares US Treasury Bond ETF made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #684 holding.
Joel Greenblatt first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.