IBDU

Ishares Ibonds Dec 2029 Term

Latest period2024 - Q4Total superinvestors41

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, 41 superinvestors own shares of Ishares Ibonds Dec 2029 Term (IBDU), 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 Term (IBDU), 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 Term (IBDU) 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 Term (IBDU) 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
Timothy Monaco@Lifeplan Financial, Llc
Recent Activity
New Position
2.21%
$2.5M
109,647 shares@ 22.81 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
New Position
0.04%
$1.72M
75,433 shares@ 22.81 avg price
Mark T Williams@Investrust
Recent Activity
New Position
0.26%
$905,392
39,658 shares@ 22.83 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
New Position
0.02%
$688,104
30,180 shares@ 22.8 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
New Position
0.01%
$385,320
16,900 shares@ 22.8 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
New Position
0.17%
$329,250
14,441 shares@ 22.8 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
New Position
0.16%
$286,307
12,557 shares@ 22.81 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
New Position
0.02%
$47,424
2,080 shares@ 22.8 avg price