증권 기록 · 과거 분기 (아카이브)
IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
43추적 보유자
+1Δ 보유자
50.01M보유 주식 수
$1.26B보고 가치
+3신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +2.4% ·
주식 흐름 +4.3% ·
순 신규 포지션 +2.3%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +1 | 50.01M | $1.26B | +3 | −2 |
| 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 | — | — |
| Q2 2025 | 3 | 0 | 1.20M | $30.49M | — | — |
| Q1 2025 | 2 | +1 | 633.34K | $16.00M | +1 | — |
| Q4 2024 | 1 | -1 | 31.70K | $789,330 | — | −1 |
| Q3 2024 | 2 | 0 | 235.15K | $6.00M | — | — |
| Q2 2024 | 2 | — | 119.99K | $2.97M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.53M | +6.4% | $240.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 9.53M | +6.4% | $240.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 9.53M | +6.4% | $240.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 5.53M | +4.7% | $139.69M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.82M | +3.6% | $121.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Lido Advisors, LLC | 4.22M | -5.6% | $106.67M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 3.77M | +7.0% | $95.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.32M | +6.3% | $83.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.32M | +6.3% | $83.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.32M | +6.3% | $83.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 2.90M | +15.2% | $73.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 1.82M | +2.6% | $45.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.72M | +5.1% | $43.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.72M | +5.1% | $43.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 1.72M | +5.1% | $43.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.68M | +14.2% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.68M | +14.2% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.68M | +14.2% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.68M | +14.2% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.62M | -12.2% | $41.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1.62M | -12.2% | $41.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 1.07M | +4.7% | $27.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 1.07M | +8.2% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 1.07M | +3.0% | $26.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 1.07M | +3.0% | $26.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 939.14K | +8.0% | $23.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 939.14K | +8.0% | $23.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 771.07K | +14.9% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 771.07K | +14.9% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (패시브) | 673.57K | +19.3% | $17.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | BlackRock ✦ (패시브) | 673.57K | +19.3% | $17.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 533.01K | +6.1% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 511.45K | +50.8% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 368.35K | +26.4% | $9.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cetera Investment Advisers | 356.12K | +36.8% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 272.59K | +17.1% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 227.79K | +18.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 227.79K | +18.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 227.79K | +18.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 227.79K | +18.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Creative Planning | 190.31K | +2.3% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 160.51K | +34.4% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mariner, LLC | 127.96K | +12.0% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mariner, LLC | 127.96K | +12.0% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | First Manhattan Co. Llc. | 112.38K | +38.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 99.71K | +20.6% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 99.71K | +20.6% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 99.71K | +20.6% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Fifth Third Bancorp | 71.73K | +8.5% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 61.66K | -0.7% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 61.66K | -0.7% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 61.66K | -0.7% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Jane Street Group, Llc | 53.84K | 신규 | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 49.20K | -24.4% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Neuberger Berman Group LLC | 46.76K | +6.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Baird Financial Group, Inc. | 46.30K | +10.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 46.30K | +10.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 39.50K | 신규 | $997,375 | 0.0% | New | 1 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 37.60K | -40.1% | $945,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Cerity Partners LLC | 36.27K | -19.4% | $915,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Mml Investors Services, Llc | 30.30K | +11.6% | $765,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 28.25K | +0.7% | $713,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 28.25K | +0.7% | $713,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 28.25K | +0.7% | $713,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 28.25K | +0.7% | $713,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | CIBC Bancorp USA Inc. | 13.36K | 신규 | $337,350 | 0.0% | New | 1 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 13.36K | 신규 | $337,350 | 0.0% | New | 1 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 13.08K | -94.6% | $330,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 6.00K | -21.1% | $151,505 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 600 | -81.8% | $15,147 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Jane Street Group, Llc | $1.36M | 0.0% |
| AQR Capital Management | $997,375 | 0.0% |
| CIBC Bancorp USA Inc. | $337,350 | 0.0% |
| CIBC Bancorp USA Inc. | $337,350 | 0.0% |
청산됨
| Citadel Advisors | $6.94M | 이었음 0.0% |
| Goldman Sachs Group | $4.87M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 418 보유 기관, 111.12M 주식, $2.78B 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: Q2 2026 ·
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