증권 기록 · 과거 분기 (아카이브)
IBDS
iShares iBonds Dec 2027 Term Corporate ETF · Financial Services · Asset Management - Bonds
41추적 보유자
-1Δ 보유자
46.22M보유 주식 수
$1.12B보고 가치
+1신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -2.4% ·
주식 흐름 +0.2% ·
순 신규 포지션 -2.4%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +3 | 47.72M | $1.16B | +4 | −1 |
| Q1 2026 | 41 | -1 | 46.22M | $1.12B | +1 | −2 |
| Q4 2025 | 42 | -2 | 46.14M | $1.12B | — | −2 |
| Q3 2025 | 6 | 0 | 4.62M | $112.51M | — | — |
| Q2 2025 | 4 | 0 | 498.50K | $12.10M | — | — |
| Q1 2025 | 2 | 0 | 466.92K | $11.29M | — | — |
| Q4 2024 | 2 | +1 | 343.55K | $8.23M | +1 | — |
| Q3 2024 | 1 | -1 | 70.30K | $1.71M | — | −1 |
| Q2 2024 | 2 | — | 89.64K | $2.13M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.27M | +3.5% | $224.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 9.27M | +3.5% | $224.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 9.27M | +3.5% | $224.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 5.20M | +0.5% | $126.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.40M | +6.3% | $106.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.40M | +6.3% | $106.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 4.26M | +9.2% | $103.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 3.44M | +5.8% | $83.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.38M | +0.8% | $81.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.38M | +0.8% | $81.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 3.38M | +0.8% | $81.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.82M | +5.8% | $44.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.82M | +5.8% | $44.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.82M | +5.8% | $44.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.71M | +4.5% | $41.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.71M | +4.5% | $41.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.71M | +4.5% | $41.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.63M | -17.2% | $39.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.63M | -17.2% | $39.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 1.48M | -3.5% | $35.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 1.46M | +7.0% | $35.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 1.15M | +1.5% | $27.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 1.15M | +1.5% | $27.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 1.02M | -8.6% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 986.62K | +6.7% | $23.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 756.13K | +3.3% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 701.45K | +4.8% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 701.45K | +4.8% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | BlackRock ✦ (패시브) | 591.18K | +59.5% | $14.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | BlackRock ✦ (패시브) | 591.18K | +59.5% | $14.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Cwm, Llc | 582.17K | +16.5% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 323.66K | +136.0% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 314.21K | -9.6% | $7.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cetera Investment Advisers | 293.76K | +3.1% | $7.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 244.67K | +104.6% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 244.67K | +104.6% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 244.67K | +104.6% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 242.32K | +35.3% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 170.45K | -1.2% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 170.45K | -1.2% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 170.45K | -1.2% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 144.10K | +15.6% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mariner, LLC | 118.46K | +3.8% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | First Manhattan Co. Llc. | 117.00K | +28.1% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 83.16K | +814.0% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 59.98K | 신규 | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 54.27K | +37.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 54.27K | +37.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 54.27K | +37.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 54.27K | +37.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 49.94K | +28.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 49.94K | +28.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 49.94K | +28.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 49.94K | +28.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 48.94K | +0.3% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Baird Financial Group, Inc. | 30.34K | +20.3% | $735,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 30.34K | +20.3% | $735,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 28.36K | 0.0% | $687,374 | 0.0% | Held | 2 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 26.80K | +5.8% | $647,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Mml Investors Services, Llc | 18.87K | -12.3% | $457,459 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 11.93K | +3.5% | $289,139 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | National Bank Of Canada /Fi/ | 4.55K | +80.5% | $110,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 4.35K | -89.1% | $105,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 4.35K | -89.1% | $105,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 4.35K | -89.1% | $105,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Barclays Plc | 2.73K | 0.0% | $66,248 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Assetmark, Inc | 1.31K | 0.0% | $31,851 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Cerity Partners LLC | $1.45M | 0.0% |
청산됨
| HighTower Advisors, LLC | $43.70M | 이었음 0.0% |
| Hrt Financial Lp | $929,000 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 425 보유 기관, 106.59M 주식, $2.55B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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