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
John D Valleau Jr@Shankervalleau Wealth Advisors, Inc.
Recent Activity
0.12%
$360,807
6,299 shares@ 57.29 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
Decreased -2.94%
0.02%
$283,536
4,950 shares@ 57.28 avg price
Jeffrey S Arnold@Impactfolio, Llc
Recent Activity
Increased 5.85%
0.15%
$280,156
4,891 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
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 24.24%
0.01%
$257,244
4,491 shares@ 57.28 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
Menachem Striks@Morton Capital Management Llc Ca
Recent Activity
Increased 0.96%
0.04%
$205,124
3,581 shares@ 57.29 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
0.01%
$199,277
3,479 shares@ 57.28 avg price