LQD

Ishares Iboxx Investment Gra

Latest period2024 - Q4Total superinvestors123

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, 123 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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 23.61%
0.4%
$38.236M
357,884 shares@ 106.84 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 0.02%
3.78%
$28.14M
263,381 shares@ 106.85 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 2.2%
0.81%
$27.246M
255,019 shares@ 106.85 avg price
Daniel Czulno@Joule Financial, Llc
Recent Activity
Increased 7.69%
8.67%
$24.523M
229,532 shares@ 106.84 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.5%
0.06%
$25.037M
221,608 shares@ 112.98 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
Increased 4.04%
9.92%
$23.001M
215,283 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
Ashleigh Swayze@Chb Investment Group, Llc
Recent Activity
Increased 3.94%
6.8%
$12.517M
117,153 shares@ 106.85 avg price