Ownership history in PAYDEN & RYGEL Β· 10 quarters on record
This page tracks every 13F SEC filing in which PAYDEN & RYGEL reported a position in ISHARES - INVESTOP (LQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PAYDEN & RYGEL underperformed the S&P 500 by β52.5% annually on this LQD position. Timing score: 50% (4/8 decisions correct). Average cost basis: $102.38. Maximum drawdown during holding period: β14.0%.
β Significantly underperformed the S&P 500 by 52.5% ann.
9 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $87.58 (2018 Q4) Β· Worst: $109.41 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
π PAYDEN & RYGEL has been actively increasing its LQD allocation β a bullish signal from insiders.
Currently 3.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size