IBMQ

Ishares Ibonds Dec 2028 Muni

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 2028 Muni (IBMQ), 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 2028 Muni (IBMQ), 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 2028 Muni (IBMQ) 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 2028 Muni (IBMQ) 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
Amy King@Kathmere Capital Management, Llc
Recent Activity
Decreased -1.18%
1.42%
$15.782M
626,748 shares@ 25.19 avg price
Richard A. Hewitt@Praetorian Wealth Management, Inc.
Recent Activity
Increased 3.53%
1.46%
$6.006M
238,511 shares@ 25.18 avg price
Anita K Bost@Heartwood Wealth Advisors Llc
Recent Activity
Increased 0.79%
0.67%
$5.92M
235,088 shares@ 25.19 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
Increased 8.75%
0.47%
$5.919M
235,060 shares@ 25.19 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 28.12%
0.08%
$4.105M
163,039 shares@ 25.19 avg price
Sean Murray@Quantum Financial Advisors, Llc
Recent Activity
Increased 5.82%
0.3%
$1.96M
77,853 shares@ 25.18 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 19.24%
0.1%
$1.461M
58,023 shares@ 25.18 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 2.82%
0.24%
$1.277M
50,699 shares@ 25.19 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 26.43%
0.03%
$1.237M
49,129 shares@ 25.18 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -1.13%
0.02%
$837,361
33,255 shares@ 25.19 avg price