Ishares California Muni Bond
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, 43 superinvestors own shares of Ishares California Muni Bond (CMF), 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 California Muni Bond (CMF), 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 California Muni Bond (CMF) 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 California Muni Bond (CMF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Gidget Furness@Moss Adams Wealth Advisors Llc
| 0.14% | $1.274M 22,250 shares@ 57.28 avg price | New Position |
Bruce Roberts@Erts Wealth Advisors, Llc
| 0.05% | $261,770 4,570 shares@ 57.29 avg price | New Position |
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.02% | $255,583 4,462 shares@ 57.28 avg price | New Position |
David Harrison@Magnus Financial Group Llc
| 0.03% | $249,970 4,364 shares@ 57.29 avg price | New Position |
Jeffrey Watts@Watts Gwilliam & Co., Llc
| 0.05% | $235,451 4,125 shares@ 57.08 avg price | New Position |