证券记录 · 已归档季度
IBDV
iShares iBonds Dec 2030 Term Corporate ETF · Financial Services · Asset Management - Bonds
45被追踪持有人
+5Δ持有人
45.28M持有股份
$991.08M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 +15.1% ·
净新建仓位 +11.1%
· 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 | 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.07M | +11.4% | $198.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 5.37M | -13.2% | $117.64M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.74M | +32.6% | $103.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 4.30M | +21.3% | $94.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 2.93M | -3.4% | $64.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 2.51M | +7.2% | $54.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | HighTower Advisors, LLC | 2.36M | +2.8% | $51.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 2.12M | +13.0% | $46.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 1.98M | +593.8% | $43.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 1.17M | +4.1% | $25.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 1.06M | +10.7% | $23.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 1.04M | +21.1% | $22.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 716.49K | +3.0% | $15.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 656.22K | +6.5% | $14.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | BlackRock ✦ (被动) | 652.80K | +59.5% | $14.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 646.15K | +7.7% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Rockefeller Capital Management L.P. | 622.60K | +2.9% | $13.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 523.84K | 新增 | $11.47M | 0.0% | New | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 486.13K | +4.0% | $10.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 386.77K | +88.8% | $8.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 353.88K | +7.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cwm, Llc | 250.03K | +21.1% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 215.92K | -6.1% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 180.54K | +98.0% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 172.95K | +15.0% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Jones Financial Companies Lllp | 155.00K | +28.1% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 150.52K | -17.0% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 102.41K | 新增 | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 55.20K | +100.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 53.92K | 新增 | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 36.27K | +47.0% | $793,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 31.44K | +95.6% | $688,244 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Focus Partners Wealth | 31.39K | +2.9% | $687,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 21.08K | -5.6% | $461,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 19.82K | -10.2% | $433,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 18.95K | +2131.4% | $414,707 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 37 | Truist Financial Corp | 18.25K | -26.8% | $399,463 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Baird Financial Group, Inc. | 17.27K | 新增 | $378,084 | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | TD Waterhouse Canada Inc. | 14.42K | +11.2% | $314,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 12.49K | 新增 | $273,493 | 0.0% | New | 1 | SEC ↗ |
| 41 | Barclays Plc | 9.79K | 0.0% | $214,281 | 0.0% | Held | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 7.43K | +390.2% | $161,895 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Fidelity (FMR) ✦ | 5.36K | -9.4% | $117,270 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 3.42K | +4.0% | $74,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 2.49K | +277.3% | $54,501 | 0.0% | ▲ Add | 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
| 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% |
| Cerity Partners LLC | $273,493 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
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。
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