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
Matthew Wagner@Oxinas Partners Wealth Management Llc
Recent Activity
Decreased -4.92%
0.47%
$789,328
7,388 shares@ 106.84 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Decreased -23.05%
0.1%
$786,028
7,357 shares@ 106.85 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Decreased -17.32%
0.05%
$734,451
6,874 shares@ 106.85 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -2.26%
0.3%
$699,774
6,564 shares@ 106.61 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -50.19%
0.02%
$691,831
6,475 shares@ 106.85 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -63.46%
0.08%
$628,623
5,884 shares@ 106.84 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -97.72%
0.04%
$615,702
5,842 shares@ 105.4 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -1.11%
0.12%
$651,781
5,769 shares@ 112.98 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -3.58%
0.03%
$566,048
5,298 shares@ 106.85 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Decreased -2.85%
0.07%
$538,259
5,038 shares@ 106.84 avg price