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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 54.04%
0.01%
$1.223M
21,040 shares@ 58.11 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 3.55%
0.04%
$1.142M
19,941 shares@ 57.29 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Decreased -1.64%
0.27%
$856,909
14,960 shares@ 57.29 avg price
FRANK TABAR@Farmers & Merchants Trust Co Of Long Beach
Recent Activity
Increased 5.04%
0.19%
$728,028
12,710 shares@ 57.28 avg price
Scott Parker@True Link Financial Advisors, Llc
Recent Activity
Increased 8.54%
0.06%
$655,856
11,450 shares@ 57.28 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
0.22%
$652,992
11,400 shares@ 57.28 avg price
Kelsey G. Stevens@First National Bank Sioux Falls
Recent Activity
Increased 2.22%
0.25%
$585,516
10,222 shares@ 57.28 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 28.27%
0.04%
$394,831
6,893 shares@ 57.28 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Increased 0.96%
0.13%
$392,836
6,858 shares@ 57.29 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.02%
$366,093
6,300 shares@ 58.11 avg price