SLQD

Ishares 0-5 Yr Inv Grd Corp

Latest period2024 - Q4Total superinvestors31

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, 31 superinvestors own shares of Ishares 0-5 Yr Inv Grd Corp (SLQD), 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 0-5 Yr Inv Grd Corp (SLQD), 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 0-5 Yr Inv Grd Corp (SLQD) 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 0-5 Yr Inv Grd Corp (SLQD) 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
Bridget Davis@Cedar Point Capital Partners, Llc
Recent Activity
Decreased -0.1%
0.77%
$1.131M
22,741 shares@ 49.75 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.01%
$1.135M
22,515 shares@ 50.43 avg price
\Bbecky Mulhern@Fc Advisory Llc
Recent Activity
Increased 0.69%
0.33%
$966,732
19,436 shares@ 49.74 avg price
Kevin Sanger@Jgp Wealth Management, Llc
Recent Activity
Increased 45.66%
0.12%
$894,527
17,984 shares@ 49.75 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.27%
0.03%
$883,165
17,720 shares@ 49.85 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 106.12%
0.01%
$832,000
16,722 shares@ 49.76 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
0.03%
$648,809
13,044 shares@ 49.75 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -1.07%
0.04%
$628,238
12,630 shares@ 49.75 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -3.67%
0.04%
$610,302
12,270 shares@ 49.74 avg price
Jonathan Seed@Seed Wealth Management, Inc.
Recent Activity
Decreased -18.59%
0.5%
$609,812
12,260 shares@ 49.74 avg price