IBTJ

Ishares Ibonds Dec 2029 Term

Latest period2026 - Q2Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 17 superinvestors own shares of Ishares Ibonds Dec 2029 Term (IBTJ), 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 (IBTJ), 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 (IBTJ) 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 (IBTJ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Loran Filson@Financial Advisory Corp
Recent Activity
Increased 1.72%
4.59%
$34.607M
1.598M shares@ 21.65 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Increased 1.46%
1.11%
$20.756M
958,727 shares@ 21.65 avg price
Taylor Jobe@Mkt Advisors Llc
Recent Activity
Increased 8.05%
4.44%
$14.274M
661,757 shares@ 21.57 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 7.35%
4.26%
$10.851M
501,211 shares@ 21.65 avg price
Luther Hartwell Hodges@Waycross Investment Management Co
Recent Activity
Increased 1.67%
7.31%
$9.595M
443,173 shares@ 21.65 avg price
Lauren T. McDonough@Howland Capital Management Llc
Recent Activity
Increased 15.76%
0.14%
$3.818M
176,332 shares@ 21.66 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 20.33%
0.04%
$2.667M
123,650 shares@ 21.58 avg price
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
New Position
0.61%
$914,733
42,408 shares@ 21.57 avg price
Joseph P. Preddy@Community Financial Services Group, Llc
Recent Activity
New Position
0.11%
$741,534
34,386 shares@ 21.57 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Increased 0.96%
0.43%
$688,615
31,807 shares@ 21.65 avg price

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