证券记录 · 已归档季度
IBDS
iShares iBonds Dec 2027 Term Corporate ETF · Financial Services · Asset Management - Bonds
43被追踪持有人
+3Δ持有人
47.72M持有股份
$1.16B报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +7.5% ·
股份流向 +4.6% ·
净新建仓位 +7.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.69M | +4.6% | $234.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 9.69M | +4.6% | $234.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 9.69M | +4.6% | $234.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 5.57M | +7.0% | $134.83M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.57M | +3.9% | $110.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.57M | +3.9% | $110.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 4.22M | -1.0% | $102.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.76M | +11.3% | $90.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.76M | +11.3% | $90.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.76M | +11.3% | $90.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 3.65M | +6.3% | $88.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.91M | +4.8% | $46.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.91M | +4.8% | $46.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.91M | +4.8% | $46.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.65M | -3.3% | $40.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.65M | -3.3% | $40.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.65M | -3.3% | $40.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 1.52M | +2.5% | $36.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 1.51M | +3.9% | $36.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.46M | -10.5% | $35.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1.46M | -10.5% | $35.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 1.18M | +2.5% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 1.18M | +2.5% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 1.05M | +3.4% | $25.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 973.91K | -1.3% | $23.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 931.01K | +23.1% | $22.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 775.76K | +10.6% | $18.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 775.76K | +10.6% | $18.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 702.21K | +18.8% | $17.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 702.21K | +18.8% | $17.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 407.42K | +25.9% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cetera Investment Advisers | 373.55K | +27.2% | $9.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Creative Planning | 294.64K | -6.2% | $7.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 293.81K | +21.2% | $7.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 201.64K | +18.3% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 201.64K | +18.3% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 201.64K | +18.3% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 201.64K | +18.3% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 182.35K | +26.6% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 132.75K | +12.1% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mariner, LLC | 132.75K | +12.1% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 127.83K | -47.8% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 127.83K | -47.8% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | First Manhattan Co. Llc. | 121.83K | +4.1% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 86.83K | +4.4% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 59.52K | 新增 | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 56.30K | +3.7% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 56.30K | +3.7% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 56.30K | +3.7% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 46.47K | -5.0% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 33.49K | +10.4% | $811,201 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 33.49K | +10.4% | $811,201 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 31.42K | +10.8% | $761,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 26.59K | -0.8% | $641,471 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Susquehanna International Group, Llp | 26.25K | 新增 | $635,751 | 0.0% | New | 1 | SEC ↗ |
| 56 | Hrt Financial Lp | 23.62K | 新增 | $572,000 | 0.0% | New | 1 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 21.32K | +13.0% | $516,502 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 19.69K | -60.6% | $477,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 19.69K | -60.6% | $477,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 19.69K | -60.6% | $477,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 19.69K | -60.6% | $477,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | CIBC Bancorp USA Inc. | 11.89K | 新增 | $288,053 | 0.0% | New | 1 | SEC ↗ |
| 63 | CIBC Bancorp USA Inc. | 11.89K | 新增 | $288,053 | 0.0% | New | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 9.78K | -18.0% | $236,928 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 4.55K | 0.0% | $110,228 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Barclays Plc | 2.73K | 0.0% | $66,193 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Assetmark, Inc | 1.34K | +2.4% | $32,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 620 | -85.8% | $15,007 | 0.0% | ▼ Trim | 3 | 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
| Citadel Advisors | $1.44M | 0.0% |
| Susquehanna International… | $635,751 | 0.0% |
| Hrt Financial Lp | $572,000 | 0.0% |
| CIBC Bancorp USA Inc. | $288,053 | 0.0% |
| CIBC Bancorp USA Inc. | $288,053 | 0.0% |
已清仓
| Cerity Partners LLC | $1.45M | 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: Q2 2026 ·
方法论 ·
通过API获取此数据