증권 기록 · 과거 분기 (아카이브)
IBDV
iShares iBonds Dec 2030 Term Corporate ETF · Financial Services · Asset Management - Bonds
45추적 보유자
+5Δ 보유자
45.28M보유 주식 수
$991.08M보고 가치
+5신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +12.5% ·
주식 흐름 +15.1% ·
순 신규 포지션 +11.1%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +1 | 47.51M | $1.04B | +2 | −1 |
| Q1 2026 | 45 | +5 | 45.28M | $991.08M | +5 | — |
| Q4 2025 | 40 | 0 | 39.32M | $867.90M | +1 | −1 |
| Q3 2025 | 5 | 0 | 4.05M | $89.69M | — | — |
| Q2 2025 | 3 | +1 | 287.18K | $6.31M | +1 | — |
| Q1 2025 | 1 | 0 | 97.63K | $2.12M | — | — |
| Q4 2024 | 1 | 0 | 86.85K | $1.86M | — | — |
| Q3 2024 | 1 | 0 | 137.38K | $3.05M | — | — |
| Q2 2024 | 1 | — | 9.73K | $206,902 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.07M | +11.4% | $198.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 9.07M | +11.4% | $198.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 9.07M | +11.4% | $198.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 5.37M | -13.2% | $117.64M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.74M | +32.6% | $103.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.74M | +32.6% | $103.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.30M | +21.3% | $94.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.30M | +21.3% | $94.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.30M | +21.3% | $94.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.93M | -3.4% | $64.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.93M | -3.4% | $64.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.51M | +7.2% | $54.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.51M | +7.2% | $54.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.51M | +7.2% | $54.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.51M | +7.2% | $54.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 2.36M | +2.8% | $51.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 2.12M | +13.0% | $46.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 1.98M | +593.8% | $43.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Us Bancorp \De\ | 1.17M | +4.1% | $25.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 1.17M | +4.1% | $25.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 1.17M | +4.1% | $25.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 1.06M | +10.7% | $23.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 1.06M | +10.7% | $23.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | LPL Financial LLC | 1.04M | +21.1% | $22.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 716.49K | +3.0% | $15.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 656.22K | +6.5% | $14.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 656.22K | +6.5% | $14.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (패시브) | 652.80K | +59.5% | $14.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | BlackRock ✦ (패시브) | 652.80K | +59.5% | $14.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 646.15K | +7.7% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 646.15K | +7.7% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 646.15K | +7.7% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 622.60K | +2.9% | $13.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 523.84K | 신규 | $11.47M | 0.0% | New | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 486.13K | +4.0% | $10.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 386.77K | +88.8% | $8.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 353.88K | +7.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cwm, Llc | 250.03K | +21.1% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cetera Investment Advisers | 215.92K | -6.1% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 180.54K | +98.0% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 172.95K | +15.0% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 172.95K | +15.0% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 172.95K | +15.0% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 155.00K | +28.1% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 150.52K | -17.0% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 102.41K | 신규 | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 47 | Fifth Third Bancorp | 55.20K | +100.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jane Street Group, Llc | 53.92K | 신규 | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 49 | Creative Planning | 36.27K | +47.0% | $793,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 31.44K | +95.6% | $688,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 31.44K | +95.6% | $688,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 31.44K | +95.6% | $688,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 31.39K | +2.9% | $687,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 21.08K | -5.6% | $461,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Mml Investors Services, Llc | 19.82K | -10.2% | $433,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 18.95K | +2131.4% | $414,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 18.95K | +2131.4% | $414,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 18.95K | +2131.4% | $414,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 18.95K | +2131.4% | $414,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Truist Financial Corp | 18.25K | -26.8% | $399,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 18.25K | -26.8% | $399,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 17.27K | 신규 | $378,084 | 0.0% | New | 1 | SEC ↗ |
| 63 | Baird Financial Group, Inc. | 17.27K | 신규 | $378,084 | 0.0% | New | 1 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 14.42K | +11.2% | $314,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Cerity Partners LLC | 12.49K | 신규 | $273,493 | 0.0% | New | 1 | SEC ↗ |
| 66 | Barclays Plc | 9.79K | 0.0% | $214,281 | 0.0% | Held | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 7.43K | +390.2% | $161,895 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 7.43K | +390.2% | $161,895 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 5.36K | -9.4% | $117,270 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 3.42K | +4.0% | $74,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 2.49K | +277.3% | $54,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 2.49K | +277.3% | $54,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Susquehanna International… | $11.47M | 0.0% |
| Citadel Advisors | $2.24M | 0.0% |
| Jane Street Group, Llc | $1.18M | 0.0% |
| Baird Financial Group, Inc. | $378,084 | 0.0% |
| Baird Financial Group, Inc. | $378,084 | 0.0% |
| Cerity Partners LLC | $273,493 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 332 보유 기관, 105.26M 주식, $2.27B 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: Q1 2026 ·
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