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
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Decreased -13.7%
0.07%
$3.246M
56,676 shares@ 57.29 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 24.39%
0.16%
$3.134M
54,709 shares@ 57.29 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Increased 5.55%
0.53%
$2.468M
43,084 shares@ 57.29 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Increased 2.61%
0.57%
$2.352M
41,061 shares@ 57.28 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -9.21%
0.09%
$2.125M
37,105 shares@ 57.29 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 0.23%
0.77%
$1.558M
27,197 shares@ 57.28 avg price
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Increased 127.09%
0.71%
$1.438M
25,111 shares@ 57.29 avg price
Jennifer Matthews@Mcnaughton Wealth Management, Llc
Recent Activity
Increased 0.81%
0.67%
$1.378M
24,055 shares@ 57.28 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Increased 1.52%
0.18%
$1.358M
23,705 shares@ 57.28 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
New Position
0.14%
$1.274M
22,250 shares@ 57.28 avg price