Joel Greenblatt’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Joel Greenblatt’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$722K	Hold	6,539	–	–	﹤0.01%	1422
2026 Q1	$722K	Hold	6,539	–	–	﹤0.01%	1402
2025 Q4	$720K	Hold	6,539	–	–	﹤0.01%	1346
2025 Q3	$722K	Buy	6,539 +3,631	+125%	+$400K	﹤0.01%	1294
2025 Q2	$321K	Hold	2,908	–	–	﹤0.01%	1442
2025 Q1	$321K	Hold	2,908	–	–	﹤0.01%	1344
2024 Q4	$320K	Hold	2,908	–	–	﹤0.01%	1243
2024 Q3	$322K	Hold	2,908	–	–	﹤0.01%	1207
2024 Q2	$321K	Buy	+2,908	New	+$321K	﹤0.01%	1209

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

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

Joel Greenblatt's SHV Position: Q2 2026 in Review

Joel Greenblatt held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q2 2026 at 6,539 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Joel Greenblatt first reported a position in SHV in Q2 2024 and has held it in 9 quarters since. The position peaked at $722K in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Joel Greenblatt held 6,539 shares of iShares 0-1 Year Treasury Bond ETF worth $722K as of Q2 2026.
Joel Greenblatt left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1422 holding.
Joel Greenblatt first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Joel Greenblatt's iShares 0-1 Year Treasury Bond ETF position peaked at $722K in Q3 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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