证券记录 · 已归档季度

IBDV

iShares iBonds Dec 2030 Term Corporate ETF · Financial Services · Asset Management - Bonds

21.20 -0.2% 市值 $3.36B 报价延迟（FMP） · 截至 Oct 19 16:08 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

40被追踪持有人

0Δ持有人

39.32M持有股份

$867.90M报告持仓市值

+1新建仓位

−1清仓

Stable 确信度评分 57/100 4 被追踪股份持续上升的季度数 ●●●●○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 0.0% · 股份流向 +0.1% · 净新建仓位 0.0% · 公式

所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025

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	218.24K	$4.65M	n/a	n/a
Q2 2026	44	+1	44.99M	$980.84M	+2	−2
Q1 2026	45	+5	45.28M	$991.08M	+5	n/a
Q4 2025	40	0	39.32M	$867.90M	+1	−1
Q3 2025	5	0	4.05M	$89.69M	n/a	n/a
Q2 2025	3	+1	287.18K	$6.31M	+1	n/a
Q1 2025	1	0	97.63K	$2.12M	n/a	n/a
Q4 2024	1	0	86.85K	$1.86M	n/a	n/a
Q3 2024	1	0	137.38K	$3.05M	n/a	n/a
Q2 2024	1	n/a	9.73K	$206,902	n/a	n/a

持有人数量

持有人 · Q4 2025

#	管理人	股份	Δ股份	价值	其权重		持有
1	Bank Of America Corp /De/	8.14M	n/a	$179.67M	0.0%	n/c	1	SEC ↗ ×4
2	Mercer Global Advisors Inc /Adv	6.19M	n/a	$136.60M	0.2%	n/c	1	SEC ↗
3	Morgan Stanley ✦	3.57M	+22.8%	$78.85M	0.0%	▲ Add	2	SEC ↗ ×2
4	Raymond James Financial Inc	3.55M	n/a	$78.33M	0.0%	n/c	1	SEC ↗ ×3
5	Wells Fargo & Company/Mn	3.03M	n/a	$66.92M	0.0%	n/c	1	SEC ↗ ×2
6	Royal Bank Of Canada	2.34M	n/a	$51.69M	0.0%	n/c	1	SEC ↗ ×4
7	HighTower Advisors, LLC	2.29M	n/a	$50.60M	0.1%	n/c	1	SEC ↗
8	UBS Group AG	1.87M	n/a	$41.34M	0.0%	n/c	1	SEC ↗
9	Us Bancorp \De\	1.12M	n/a	$24.72M	0.0%	n/c	1	SEC ↗ ×3
10	Stifel Financial Corp	957.48K	n/a	$21.13M	0.0%	n/c	1	SEC ↗ ×2
11	LPL Financial LLC	857.48K	n/a	$18.92M	0.0%	n/c	1	SEC ↗
12	Commonwealth Equity Services, Llc	695.88K	n/a	$15.36M	0.0%	n/c	1	SEC ↗
13	Mariner, LLC	616.02K	n/a	$13.60M	0.0%	n/c	1	SEC ↗ ×2
14	Rockefeller Capital Management L.P.	604.98K	n/a	$13.35M	0.0%	n/c	1	SEC ↗
15	Ameriprise Financial Inc	599.95K	n/a	$13.24M	0.0%	n/c	1	SEC ↗ ×3
16	Captrust Financial Advisors	467.36K	n/a	$10.31M	0.0%	n/c	1	SEC ↗
17	BlackRock ✦ (被动)	409.21K	+369.3%	$9.03M	0.0%	▲ Add	3	SEC ↗ ×2
18	Northwestern Mutual Wealth…	329.42K	n/a	$7.27M	0.0%	n/c	1	SEC ↗
19	Lido Advisors, LLC	285.45K	n/a	$6.31M	0.0%	n/c	1	SEC ↗
20	Cetera Investment Advisers	229.84K	n/a	$5.07M	0.0%	n/c	1	SEC ↗
21	Cwm, Llc	206.49K	n/a	$4.56M	0.0%	n/c	1	SEC ↗
22	Envestnet Asset Management Inc	204.84K	n/a	$4.52M	0.0%	n/c	1	SEC ↗
23	Wealth Enhancement Advisory…	181.40K	n/a	$4.01M	0.0%	n/c	1	SEC ↗
24	Osaic Holdings, Inc.	150.43K	n/a	$3.32M	0.0%	n/c	1	SEC ↗ ×4
25	Jones Financial Companies Lllp	120.96K	n/a	$2.67M	0.0%	n/c	1	SEC ↗
26	Gotham Asset Management ✦	91.18K	+133.9%	$2.01M	0.0%	▲ Add	3	SEC ↗
27	Focus Partners Wealth	30.52K	n/a	$673,555	0.0%	n/c	1	SEC ↗
28	Fifth Third Bancorp	27.56K	n/a	$608,293	0.0%	n/c	1	SEC ↗
29	Truist Financial Corp	24.94K	n/a	$550,454	0.0%	n/c	1	SEC ↗ ×2
30	Creative Planning	24.67K	n/a	$544,378	0.0%	n/c	1	SEC ↗
31	Neuberger Berman Group LLC	22.33K	n/a	$492,845	0.0%	n/c	1	SEC ↗
32	Mml Investors Services, Llc	22.06K	n/a	$486,954	0.0%	n/c	1	SEC ↗
33	Bank of New York Mellon Corp	16.08K	n/a	$354,824	0.0%	n/c	1	SEC ↗ ×3
34	TD Waterhouse Canada Inc.	12.96K	n/a	$283,220	0.0%	n/c	1	SEC ↗
35	Barclays Plc	9.79K	n/a	$216,043	0.0%	n/c	1	SEC ↗
36	Fidelity (FMR) ✦	5.92K	新增	$130,558	0.0%	New	1	SEC ↗
37	National Bank Of Canada /Fi/	3.29K	n/a	$71,908	0.0%	n/c	1	SEC ↗
38	JPMorgan Chase ✦	1.51K	-99.8%	$33,444	0.0%	▼ Trim	2	SEC ↗
39	Pnc Financial Services Group, Inc.	849	n/a	$18,742	0.0%	n/c	1	SEC ↗ ×2
40	Bank Of Montreal /Can/	660	n/a	$14,564	0.0%	n/c	1	SEC ↗

"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

Fidelity (FMR)	$130,558	0.0%

已清仓

Citadel Advisors	$8.97M	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): 332 持有人, 105.26M 股份, $2.27B 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。

AEP40共同持有人 EVR40共同持有人 TXN40共同持有人 LUV40共同持有人 OVV40共同持有人

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: Q4 2025 · 方法论 · 通过API获取此数据

☆ IBDV

新增买入方

已清仓

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