证券记录 · 已归档季度
IBDS
iShares iBonds Dec 2027 Term Corporate ETF · Financial Services · Asset Management - Bonds
41被追踪持有人
-1Δ持有人
46.22M持有股份
$1.12B报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -2.4% ·
股份流向 +0.2% ·
净新建仓位 -2.4%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (被动) | 591.18K | +59.5% | $14.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 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 | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Cerity Partners LLC | $1.45M | 0.0% |
已清仓
| HighTower Advisors, LLC | $43.70M | 曾为 0.0% |
| Hrt Financial Lp | $929,000 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 425 持有人, 106.59M 股份, $2.55B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据