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
Casey Smith@Wiser Wealth Management, Inc
Recent Activity
Increased 4.23%
5.19%
$18.49M
371,727 shares@ 49.74 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Decreased -2.13%
1.37%
$5.243M
105,415 shares@ 49.75 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Increased 62.9%
2.8%
$4.031M
81,035 shares@ 49.75 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 26.63%
0.08%
$2.175M
43,737 shares@ 49.75 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Decreased -0.58%
0.34%
$2.142M
43,060 shares@ 49.74 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.18%
$2.132M
42,848 shares@ 49.76 avg price
Timothy Monaco@Sugar Maple Asset Management, Llc
Recent Activity
Decreased -2.4%
1.19%
$1.552M
31,206 shares@ 49.75 avg price
Michael Anderson@Private Wealth Group, Llc
Recent Activity
0.72%
$1.46M
29,347 shares@ 49.75 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Increased 13.02%
1.35%
$1.202M
24,171 shares@ 49.75 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
0.16%
$1.168M
23,489 shares@ 49.75 avg price