Wertpapierdatensatz · archiviertes Quartal
IBDW
iShares iBonds Dec 2031 Term Corporate ETF · Financial Services · Asset Management - Bonds
40Erfasste Halter
+6Δ Inhaber
31.31MGehaltene Aktien
$655.31MGemeldeter Wert
+6Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +17.6% ·
Aktienfluss +7.2% ·
neue Nettopositionen +15.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 31.87M | $664.26M | +1 | −3 |
| Q1 2026 | 40 | +6 | 31.31M | $655.31M | +6 | n/a |
| Q4 2025 | 34 | +1 | 29.19M | $617.35M | +1 | n/a |
| Q3 2025 | 4 | 0 | 4.86M | $103.10M | n/a | n/a |
| Q2 2025 | 2 | 0 | 286.43K | $6.03M | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.73K | $347,148 | n/a | n/a |
| Q4 2024 | 1 | 0 | 240.48K | $4.89M | n/a | n/a |
| Q3 2024 | 1 | 0 | 106.97K | $2.27M | n/a | n/a |
| Q2 2024 | 1 | n/a | 324.79K | $6.59M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.17M | +23.5% | $108.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 5.06M | +8.2% | $105.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 3.57M | +40.4% | $74.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.08M | -8.9% | $43.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 2.06M | +5.6% | $43.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | UBS Group AG | 1.89M | +13.8% | $39.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 1.77M | +46.4% | $37.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.61M | -27.5% | $33.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Mercer Global Advisors Inc /Adv | 909.53K | -53.1% | $19.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 891.29K | +5.0% | $18.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 769.75K | -9.8% | $16.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 696.45K | -2.2% | $14.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 649.78K | +8.5% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 649.58K | +7.2% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 632.15K | +1.7% | $13.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 423.04K | +4.6% | $8.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 406.81K | +22.4% | $8.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 348.74K | +60.6% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 262.63K | +17.9% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Jane Street Group, Llc | 224.70K | Neu | $4.70M | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 193.09K | +13.5% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 165.00K | +17.8% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Neuberger Berman Group LLC | 163.04K | -0.8% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 158.22K | Neu | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 105.09K | +29.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 95.06K | +32.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 64.98K | +39.3% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 58.19K | -75.2% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 46.88K | +5.1% | $981,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 39.38K | -62.8% | $824,307 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 36.66K | Neu | $767,335 | 0.0% | New | 1 | SEC ↗ ×3 |
| 32 | Fifth Third Bancorp | 33.44K | Neu | $699,962 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 33.05K | +1.4% | $691,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 18.88K | Neu | $395,158 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Susquehanna International Group, Llp | 11.29K | Neu | $236,279 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 10.38K | -2.9% | $217,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 5.13K | +3971.4% | $106,858 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 987 | -77.3% | $20,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 717 | +0.8% | $14,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passiv) | 62 | 0.0% | $1,298 | 0.0% | Held | 4 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Jane Street Group, Llc | $4.70M | 0.0% |
| Goldman Sachs Group | $3.31M | 0.0% |
| Bank of New York Mellon Corp | $767,335 | 0.0% |
| Fifth Third Bancorp | $699,962 | 0.0% |
| Pnc Financial Services Group… | $395,158 | 0.0% |
| Susquehanna International… | $236,279 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 286 Inhaber, 86.47M Anteile, $1.79B 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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: Q1 2026 ·
Methodik ·
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