IBMR

Ishares Ibonds Dec 2029 M Bd

Latest period2024 - Q4Total superinvestors13

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, 13 superinvestors own shares of Ishares Ibonds Dec 2029 M Bd (IBMR), 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 2029 M Bd (IBMR), 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 2029 M Bd (IBMR) 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 2029 M Bd (IBMR) 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 -70.15%
0.36%
$3.921M
156,982 shares@ 24.98 avg price
Richard A. Hewitt@Praetorian Wealth Management, Inc.
Recent Activity
Increased 29.95%
0.94%
$3.839M
153,688 shares@ 24.98 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
New Position
0.04%
$1.774M
71,010 shares@ 24.99 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
New Position
0.14%
$1.682M
67,329 shares@ 24.98 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
New Position
0.11%
$1.376M
60,061 shares@ 22.91 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 48.4%
0.02%
$803,579
32,169 shares@ 24.98 avg price
Tammy Trenta@Ff Advisors,llc
Recent Activity
Increased 8.66%
0.46%
$673,911
26,817 shares@ 25.13 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
New Position
0.2%
$383,604
15,356 shares@ 24.99 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
0.01%
$303,232
12,139 shares@ 24.98 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
New Position
0.05%
$247,976
9,927 shares@ 24.98 avg price