CMF

Ishares California Muni Bond

Latest period2024 - Q4Total superinvestors43

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
New Position
0.14%
$1.274M
22,250 shares@ 57.28 avg price
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
New Position
0.05%
$261,770
4,570 shares@ 57.29 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
New Position
0.02%
$255,583
4,462 shares@ 57.28 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
New Position
0.03%
$249,970
4,364 shares@ 57.29 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
New Position
0.05%
$235,451
4,125 shares@ 57.08 avg price