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Joel Greenblatt’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Joel Greenblatt’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$737K Buy
15,967
+658
+4% +$30.3K ﹤0.01% 1420
2026
Q1 		$707K Buy
15,309
+808
+6% +$37.7K ﹤0.01% 1406
2025
Q4 		$675K Buy
14,501
+1,613
+13% +$75.4K ﹤0.01% 1363
2025
Q3 		$602K Hold
12,888
– – ﹤0.01% 1344
2025
Q2 		$596K Buy
12,888
+415
+3% +$18.9K ﹤0.01% 1277
2025
Q1 		$575K Buy
+12,473
New +$568K ﹤0.01% 1190

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joel Greenblatt's IUSB Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.3% in Q2 2026, buying an estimated $30.3K and bringing the position to 15,967 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Joel Greenblatt first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Joel Greenblatt held 15,967 shares of iShares Core Universal USD Bond ETF worth $737K as of Q2 2026.
  • Joel Greenblatt bought 658 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $30.3K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1420 holding.
  • Joel Greenblatt first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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