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
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 13.62%
1.26%
$61.577M
2.701M shares@ 22.81 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 34.02%
0.52%
$18.421M
807,921 shares@ 22.81 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Decreased -17.74%
1.63%
$18.137M
795,473 shares@ 22.8 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 21.96%
0.03%
$8.948M
392,459 shares@ 22.8 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 2.31%
0.6%
$8.433M
369,874 shares@ 22.8 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 3.1%
1.7%
$8.097M
355,134 shares@ 22.81 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 3.3%
0.09%
$5.808M
254,736 shares@ 22.81 avg price
Richard A. Hewitt@Praetorian Wealth Management, Inc.
Recent Activity
Increased 5.89%
1.12%
$4.571M
200,486 shares@ 22.8 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Decreased -4.11%
0.26%
$3.776M
165,620 shares@ 22.8 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 13.07%
0.33%
$3.386M
148,504 shares@ 22.8 avg price