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
Brian Kenney@Afg Fiduciary Services Limited Partnership
Recent Activity
Decreased -16.66%
0.38%
$532,400
5,000 shares@ 106.48 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -50.12%
0.15%
$515,503
4,825 shares@ 106.84 avg price
John L. Smallwood@Smallwood Wealth Investment Management, Llc
Recent Activity
Decreased -3.21%
0.35%
$507,811
4,753 shares@ 106.85 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.03%
0.05%
$496,862
4,650 shares@ 106.86 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -8.87%
0.01%
$457,804
4,284 shares@ 106.87 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Decreased -9.15%
0.02%
$443,279
4,149 shares@ 106.84 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -1.26%
0.04%
$403,155
3,825 shares@ 105.4 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -1.6%
0.15%
$360,849
3,377 shares@ 106.86 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -25.76%
0.01%
$331,567
3,103 shares@ 106.86 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Decreased -3.23%
0.07%
$303,746
2,843 shares@ 106.84 avg price