IBTI

Ishares Ibonds Dec 2028 Term

Latest period2024 - Q4Total superinvestors23

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, 23 superinvestors own shares of Ishares Ibonds Dec 2028 Term (IBTI), 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 Term (IBTI), 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 Term (IBTI) 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 Term (IBTI) 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
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Increased 7.32%
1.63%
$23.739M
1.084M shares@ 21.91 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -10.55%
0.19%
$13.363M
610,084 shares@ 21.91 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 8.84%
1.18%
$10.254M
468,141 shares@ 21.91 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 11%
0.65%
$9.907M
452,318 shares@ 21.91 avg price
Dina Villalobos@Moseley Investment Management Inc
Recent Activity
Increased 4.22%
3.26%
$8.33M
380,302 shares@ 21.91 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 33.15%
3.36%
$6.495M
296,543 shares@ 21.91 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 127.1%
0.05%
$4.837M
220,849 shares@ 21.91 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 323.14%
0.17%
$2.516M
114,861 shares@ 21.91 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 18.65%
0.05%
$2.367M
108,069 shares@ 21.91 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 11.25%
0.01%
$2.281M
104,117 shares@ 21.91 avg price