IBMP

Ishares Ibonds Dec 2027 Term

Latest period2024 - Q4Total superinvestors20

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, 20 superinvestors own shares of Ishares Ibonds Dec 2027 Term (IBMP), 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 Ibonds Dec 2027 Term (IBMP), 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 Ibonds Dec 2027 Term (IBMP) 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 Ibonds Dec 2027 Term (IBMP) 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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -1.05%
0.02%
$1.026M
40,821 shares@ 25.15 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 67.67%
0.38%
$732,272
29,128 shares@ 25.14 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 6.1%
0.04%
$599,463
23,845 shares@ 25.14 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
0.01%
$406,000
16,155 shares@ 25.14 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$404,704
15,902 shares@ 25.45 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
Increased 0.8%
0.14%
$250,999
9,984 shares@ 25.15 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
0.1%
$250,394
9,960 shares@ 25.14 avg price
Todd Chyba@Trust Co
Recent Activity
New Position
0.03%
$247,225
9,834 shares@ 25.14 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
New Position
0.01%
$207,556
8,256 shares@ 25.15 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
0.01%
$63,453
2,524 shares@ 25.14 avg price