Stocks / ETF
LQDETF
iShares iBoxx $ Investment Grade Corporate Bond ETF
$105.161d +0.7%5d +0.8%settled close · 2026-09-17
β 0.2452w $104–110Shares 298.5MNYSE Arca since 2002
The tape, with the calls on it
Who said what, and what LQD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about LQD
23 long1 neutral9 shortlatest 2026-09-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-11 | Robert Tipp | Bullish | Bloomberg The Close | A capital-rich environment where rate repricing reflects growth and neutral rate revision — not a… |
| 2026-09-07 | Rachana Mehta | Bullish | Bloomberg The Close | Asian IG bonds yield 5.5–6% with strong domestic-buyer support, limited insolvency risk, and no need to… |
| 2026-08-23 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | A Wealth of Common Sense (Ben Carlson) | Bond convexity creates an asymmetric return profile—a 1% rate decline on the 10-year Treasury produces… |
| 2026-08-18 | Larry Adams | Bullish | Bloomberg Open Interest | Inflation will trend lower over the next 12 months and the economy will be challenged in H2, driving rates… |
| 2026-08-07 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Hyperscaler bonds (Oracle at ~8-9% yield) offer compelling real yield from companies that are effectively a… |
| 2026-08-04 | Mickey MainiFounder, Solstice Laboratory | Bearish | Julia La Roche Show | AI CAPEX is fully front-loaded (doubled in one year, 100% of cash flow committed) while returns are 3–5 years… |
| 2026-07-15 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Bond yields are at the highest levels in 15 years while investors remain underallocated due to trauma from… |
| 2026-07-08 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | CNBC International | Credit on AI hyperscalers is underwritten against market capitalisation rather than true fundamentals; if… |
| 2026-07-07 | Camilla Asaroglu | Bullish | Bloomberg Television | Corporate balance sheets remain healthy, and mid-duration IG credit at 5-6% all-in yield provides a cushion… |
| 2026-07-06 | Russ BrownbackDeputy CIO & Head of Global Macro, BlackRock | Bullish | Bloomberg Television | Years of minimal net issuance have left excess liquidity starved for supply; when large tech companies issue… |
Show all 33 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-02 | Rick RiederCIO of Global Fixed Income, BlackRock | Bearish | Bloomberg Television | US IG spreads are at historically tight levels while a record $1.1T+ issuance wave creates indigestion risk —… |
| 2026-06-19 | Michael ZezasHead of US Public Policy Research, Morgan Stanley | Neutral | The Compound | A secular growth environment driven by AI capex and reindustrialization keeps bonds in a coupon-clipping… |
| 2026-06-16 | Morris Chen | Bullish | Bloomberg ETF IQ | The CRE recovery over three years has been highly bifurcated, so rigorous bottom-up selectivity across… |
| 2026-06-15 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | Bloomberg Podcasts | Wave of new tech/hyperscaler financing is creating tactical yield pick-up in converts and structured products… |
| 2026-06-15 | Dan IvascynGroup CIO, PIMCO | Bullish | The Compound | The scale of AI capital needs allows fixed income investors to negotiate favorable terms and structure deals… |
| 2026-05-18 | Christine Benz | Bullish | Bloomberg The Close | Bonds gained in all eight recessions going back to the Depression, providing consistent ballast; current… |
| 2026-04-17 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Julia La Roche Show | In the speculation phase of the liquidity cycle, credit spreads have already captured most of their gains and… |
| 2026-04-07 | Kelsey Barrow | Bullish | Bloomberg Surveillance | Hyperscaler IG bonds are priced at a discount due to elevated supply fears but are fundamentally… |
| 2026-03-27 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | Julia La Roche Show | Credit spreads are widening simultaneously with rising rates — an unusual financial-tightening signal — and… |
| 2026-03-13 | Host Benny The Squirrel | Short | Danielle DiMartino Booth | Credit spreads are historically tight (~106bps triple-B vs 200bps during SVB stress) despite private credit… |
| 2026-01-05 | Howard MarksCo-chairman, Oaktree Capital | Bullish | interview | Non-investment grade lending instruments contractually yield 7-8-9% today while the S&P 500 is priced to… |
| 2025-12-29 | Jan HatziusChief Economist, Goldman Sachs | Bearish | interview | Credit fundamentals are still okay but spreads are priced to a very positive scenario, leaving valuations… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Credit spreads are near historic tights while the Treasury yield drop is eroding the total yield bogey that… |
| 2025-09-05 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | With Fed funds likely dropping to the mid-to-low 3s next year, locking in ~5% yields on IG credit today… |
| 2025-06-11 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Bloomberg US Aggregate yield-to-worst at ~4.7% historically predicts approximately equivalent 5-year forward… |
| 2025-05-23 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | High-quality corporate bonds with strong cash flows offer unusually attractive yield-lock opportunities at… |
| 2024-09-13 | Jurrien TimmerDirector of Global Macro, Fidelity Investments | Bullish | The Compound | Bonds now carry a positive real yield and have re-established their negative correlation to equities… |
| 2024-09-11 | Laila KollmorgenManaging Director, PineBridge Investments | Bullish | Forward Guidance | CLOs are floating-rate with layered structural subordination that absorbs defaults before touching debt… |
| 2024-08-28 | Emily Roland | Bullish | Bloomberg Surveillance | Single-A IG corporate bonds yielding 4-5% are historically elevated; now is the optimal time to lock in carry… |
| 2024-08-28 | Marilyn Watson | Bullish | Bloomberg Surveillance | Liquid, cash-generative securitized names offer decent yield and carry with significant portfolio… |
| 2024-04-05 | Cliff AsnessCo-founder/CIO, AQR Capital | Bullish | The Meb Faber Show | After the 2022 drawdown that brought real yields back to historically normal levels (~2% on long-term TIPS)… |
| 2022-07-25 | Josh FriedmanCo-CEO & Co-Founder, Canyon Partners | Bullish | Capital Allocators | Fed rate hikes triggered indiscriminate mutual-fund selling that pushed prices 15-20 points lower on… |
| 2013-05-29 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | gmshadowtraders | 2-year treasuries yield ~20bps — equivalent to cash — while the Fed has pledged zero short rates, making any… |
2 new mentions of LQD this week are in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
Get The Brief — $20/mo →
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where LQD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-11 | ||||||
| 2026-09-10 | ||||||
| 2026-08-17 | ||||||
| 2026-07-24 | ||||||
| 2026-07-23 | ||||||
| 2026-07-20 | ||||||
| 2026-07-16 | ||||||
| 2026-07-13 | ||||||
| 2026-06-15 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
LQD is in this morning’s Brief.
Get The Brief — $20/mo →