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
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Decreased -4.02%
0.68%
$4.041M
37,829 shares@ 106.84 avg price
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Decreased -3.74%
3.13%
$3.726M
34,876 shares@ 106.85 avg price
Aryn Sands@Farrell Financial Llc
Recent Activity
Decreased -0.98%
2.41%
$3.365M
31,495 shares@ 106.85 avg price
Nolan Hughes@Wooster Corthell Wealth Management, Inc.
Recent Activity
Decreased -3.6%
0.65%
$2.976M
27,859 shares@ 106.85 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -2.2%
0.59%
$2.781M
26,029 shares@ 106.85 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -2.72%
0.3%
$1.864M
17,444 shares@ 106.84 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Decreased -9.71%
0.6%
$1.79M
16,752 shares@ 106.85 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -5.86%
0.18%
$1.637M
15,325 shares@ 106.84 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -16.89%
0.03%
$1.552M
14,525 shares@ 106.84 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -9.26%
0.03%
$1.516M
14,191 shares@ 106.84 avg price