LQD

Ishares Iboxx Investment Gra

Latest period2024 - Q4Total superinvestors165

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 165 superinvestors own shares of Ishares Iboxx Investment Gra (LQD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Iboxx Investment Gra (LQD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Iboxx Investment Gra (LQD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Iboxx Investment Gra (LQD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Decreased -40.67%
2.79%
$46.197M
432,388 shares@ 106.85 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
Decreased -0.54%
6.68%
$42.479M
397,597 shares@ 106.84 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Decreased -19.55%
0.85%
$18.416M
172,370 shares@ 106.85 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Decreased -0.7%
2.19%
$16.373M
153,251 shares@ 106.84 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -2.04%
0.34%
$9.781M
91,552 shares@ 106.85 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -4.62%
0.02%
$7.199M
67,383 shares@ 106.84 avg price
Troy Winegarner@Strong Tower Advisory Services
Recent Activity
Decreased -27.01%
1.63%
$6.232M
58,327 shares@ 106.84 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -0.59%
1.3%
$5.95M
56,455 shares@ 105.4 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Decreased -1.65%
0.33%
$4.974M
46,552 shares@ 106.85 avg price
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
Decreased -1.75%
0.78%
$4.09M
38,283 shares@ 106.85 avg price