Joel Greenblatt’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Joel Greenblatt’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157M	Buy	1,562,089 +323,739	+26%	+$32.5M	0.37%	11
2026 Q1	$125M	Sell	1,238,350 -549,044	-31%	-$55.2M	0.38%	11
2025 Q4	$179M	Buy	1,787,394 +235,224	+15%	+$23.6M	0.66%	8
2025 Q3	$156M	Buy	1,552,170 +803,355	+107%	+$80.8M	0.68%	8
2025 Q2	$75.4M	Buy	748,815 +635,060	+558%	+$63.8M	0.45%	11
2025 Q1	$11.5M	Buy	113,755 +96,928	+576%	+$9.74M	0.1%	282
2024 Q4	$1.69M	Hold	16,827	–	–	0.02%	764
2024 Q3	$1.69M	Buy	+16,827	New	+$1.69M	0.02%	775

Other funds holding SGOV

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

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

Joel Greenblatt's SGOV Position: Q2 2026 in Review

Joel Greenblatt increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q2 2026, buying an estimated $32.5M and bringing the position to 1,562,089 shares worth $157M. The position accounts for 0.37% of the portfolio, ranked #11.

Joel Greenblatt first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $179M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Joel Greenblatt held 1,562,089 shares of iShares 0-3 Month Treasury Bond ETF worth $157M as of Q2 2026.
Joel Greenblatt bought 323,739 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $32.5M.
iShares 0-3 Month Treasury Bond ETF made up 0.37% of Joel Greenblatt's portfolio in Q2 2026, its #11 holding.
Joel Greenblatt first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Joel Greenblatt's iShares 0-3 Month Treasury Bond ETF position peaked at $179M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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