MUB

Ishares National Muni Bond E

Latest period2024 - Q4Total superinvestors546

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, 546 superinvestors own shares of Ishares National Muni Bond E (MUB), 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 National Muni Bond E (MUB), 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 National Muni Bond E (MUB) 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 National Muni Bond E (MUB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -8.33%
9.37%
$358.714M
3.367M shares@ 106.56 avg price
Sonya Newkirk@First Citizens Bank & Trust Co
Recent Activity
Decreased -0.97%
5.17%
$281.226M
2.639M shares@ 106.55 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 1.51%
2.33%
$119.837M
1.125M shares@ 106.56 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 61.57%
0.24%
$118.258M
1.089M shares@ 108.64 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 8.99%
1.14%
$110.131M
1.034M shares@ 106.55 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 22.9%
1.68%
$60.241M
565,380 shares@ 106.56 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Increased 9.91%
2.17%
$56.756M
532,674 shares@ 106.55 avg price
Jessica Kushner@Manning & Napier Advisors Llc
Recent Activity
Decreased -1.98%
0.6%
$52.267M
490,539 shares@ 106.55 avg price
Edward Lowndes@Angeles Wealth Management, Llc
Recent Activity
Decreased -27.41%
3.73%
$45.176M
423,985 shares@ 106.56 avg price
Mary Keegan@Waldron Private Wealth Llc
Recent Activity
Increased 3.38%
1.53%
$37.832M
355,064 shares@ 106.55 avg price

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