Wertpapierdatensatz · archiviertes Quartal
IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
43Erfasste Halter
+2Δ Inhaber
48.23MGehaltene Aktien
$1.22BGemeldeter Wert
+3Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.9% ·
Aktienfluss +3.5% ·
neue Nettopositionen +4.7%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +1 | 48.19M | $1.22B | +3 | −3 |
| Q1 2026 | 43 | +2 | 48.23M | $1.22B | +3 | −1 |
| Q4 2025 | 41 | -1 | 46.62M | $1.19B | +1 | −2 |
| Q3 2025 | 5 | 0 | 5.00M | $127.49M | n/a | n/a |
| Q2 2025 | 3 | 0 | 1.20M | $30.49M | n/a | n/a |
| Q1 2025 | 2 | +1 | 633.34K | $16.00M | +1 | n/a |
| Q4 2024 | 1 | -1 | 31.70K | $789,330 | n/a | −1 |
| Q3 2024 | 2 | 0 | 235.15K | $6.00M | n/a | n/a |
| Q2 2024 | 2 | n/a | 119.99K | $2.97M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.95M | +3.2% | $226.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 5.29M | -40.1% | $133.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.65M | +1.3% | $117.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Lido Advisors, LLC | 4.48M | +85.0% | $113.36M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 3.52M | +16.2% | $89.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.12M | +4.8% | $78.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 2.51M | +11.0% | $63.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.85M | -0.4% | $46.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 1.77M | -2.0% | $44.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.63M | +1.7% | $41.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 1.47M | +16.3% | $37.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Stifel Financial Corp | 1.04M | +8.2% | $26.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 1.03M | 0.0% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 989.36K | +13.8% | $25.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 869.22K | +1.4% | $22.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 670.97K | +3.3% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (passiv) | 564.46K | +59.5% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 502.25K | +11.3% | $12.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 339.17K | +45.9% | $8.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 291.38K | +142.4% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 274.03K | Neu | $6.94M | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 266.91K | +7.9% | $6.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 260.29K | -1.3% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 243.89K | +317.7% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 232.75K | +18.8% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 192.84K | +0.3% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Goldman Sachs Group ✦ | 192.15K | Neu | $4.87M | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 186.06K | -1.5% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 119.47K | -6.7% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 114.20K | +25.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | JPMorgan Chase ✦ | 82.71K | +29.0% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | First Manhattan Co. Llc. | 81.46K | +463.6% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 66.13K | +139.2% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 65.09K | +1.3% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 62.77K | +0.2% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 62.10K | +39.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Cerity Partners LLC | 45.02K | Neu | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 38 | Neuberger Berman Group LLC | 43.97K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 41.99K | +44.1% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 28.04K | +168.1% | $710,318 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | Mml Investors Services, Llc | 27.14K | -6.6% | $687,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 7.61K | -29.0% | $192,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 3.29K | -83.0% | $83,342 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $6.94M | 0.0% |
| Goldman Sachs Group | $4.87M | 0.0% |
| Cerity Partners LLC | $1.14M | 0.0% |
Ausgestiegen
| Empower Advisory Group, LLC | $200,865 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 418 Inhaber, 111.12M Anteile, $2.78B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
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