证券记录 · 已归档季度
IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
43被追踪持有人
+2Δ持有人
48.23M持有股份
$1.22B报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.9% ·
股份流向 +3.5% ·
净新建仓位 +4.7%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 247.16K | $6.16M | n/a | n/a |
| 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 |
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/ | 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 ✦ (被动) | 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 | 新增 | $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 | 新增 | $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 | 新增 | $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 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $6.94M | 0.0% |
| Goldman Sachs Group | $4.87M | 0.0% |
| Cerity Partners LLC | $1.14M | 0.0% |
已清仓
| Empower Advisory Group, LLC | $200,865 | 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): 418 持有人, 111.12M 股份, $2.78B 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
持有该证券的受追踪机构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