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Joel Greenblatt’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Joel Greenblatt’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
23,924
+4,609
+24% +$236K ﹤0.01% 1305
2026
Q1 		$990K Buy
19,315
+10,717
+125% +$555K ﹤0.01% 1310
2025
Q4 		$445K Buy
8,598
+4,273
+99% +$223K ﹤0.01% 1468
2025
Q3 		$226K Buy
+4,325
New +$223K ﹤0.01% 1586

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Joel Greenblatt's USIG Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 24% in Q2 2026, buying an estimated $236K and bringing the position to 23,924 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Joel Greenblatt first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Joel Greenblatt held 23,924 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.23M as of Q2 2026.
  • Joel Greenblatt bought 4,609 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $236K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1305 holding.
  • Joel Greenblatt first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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