Wertpapierdatensatz · archiviertes Quartal
IBDV
iShares iBonds Dec 2030 Term Corporate ETF · Financial Services · Asset Management - Bonds
44Erfasste Halter
+1Δ Inhaber
44.99MGehaltene Aktien
$980.84MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.3% ·
Aktienfluss +5.4% ·
neue Nettopositionen 0.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +1 | 44.99M | $980.84M | +2 | −2 |
| 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 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.62M | +6.0% | $209.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 6.08M | +13.2% | $132.59M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.47M | -5.6% | $97.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 4.38M | +1.6% | $95.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | UBS Group AG | 3.03M | +43.0% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 3.02M | +3.0% | $65.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 2.50M | -0.3% | $54.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Lido Advisors, LLC | 1.60M | -19.2% | $34.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 1.49M | +44.0% | $32.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 1.20M | +2.7% | $26.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 1.09M | +2.8% | $23.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | BlackRock ✦ (passiv) | 779.37K | +19.4% | $16.99M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 762.90K | +6.5% | $16.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 682.34K | +5.6% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Rockefeller Capital Management L.P. | 644.36K | +3.5% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 592.61K | -9.7% | $12.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 534.29K | +9.9% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 464.54K | +20.1% | $10.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 390.37K | +10.3% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 331.85K | +53.7% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 202.81K | +34.7% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 180.54K | 0.0% | $3.94M | 0.0% | Held | 5 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 179.33K | +3.7% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Jones Financial Companies Lllp | 176.19K | +13.7% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 175.42K | +225.3% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 69.58K | -32.1% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 62.04K | +12.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 39.53K | +9.0% | $861,744 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 34.03K | +8.2% | $741,805 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Focus Partners Wealth | 33.13K | +5.5% | $722,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 22.88K | +15.4% | $498,710 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 22.45K | +30.0% | $489,432 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Neuberger Berman Group LLC | 21.35K | +1.3% | $465,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 19.15K | +1.1% | $417,558 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 35 | Truist Financial Corp | 18.37K | +0.7% | $400,418 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Goldman Sachs Group ✦ | 15.11K | Neu | $329,354 | 0.0% | New | 1 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 14.42K | 0.0% | $312,604 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 11.68K | -6.5% | $254,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 10.62K | Neu | $231,564 | 0.0% | New | 1 | SEC ↗ |
| 40 | Barclays Plc | 9.79K | 0.0% | $213,400 | 0.0% | Held | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 7.18K | -3.4% | $156,746 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 42 | National Bank Of Canada /Fi/ | 5.31K | +55.3% | $115,717 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.83K | -65.9% | $39,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 672 | -73.0% | $14,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $329,354 | 0.0% |
| Corient Private Wealth LP | $231,564 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $51.60M | war 0.1% |
| Susquehanna International… | $11.47M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 332 Inhaber, 105.26M Anteile, $2.27B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q2 2026 ·
Methodik ·
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