IBDS ISHARES TR
IBONDS 27 ETF
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 441 | 115,788,764 | $28.04亿 | 25 | 218 | 124 | 32 | -$3,181.32万 |
| 2026Q1 | 445 | 117,682,170 | $28.53亿 | 37 | 255 | 80 | 16 | $1.61亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Lido Advisors, LLC | 加仓 | $2,650.98万 |
| THREADGILL FINANCIAL, LLC | 加仓 | $1,343.36万 |
| UBS Group AG | 加仓 | $874.79万 |
| Mesirow Financial Investment Management, Inc. | 加仓 | $850.14万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $757.55万 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 加仓 | $731.13万 |
| MORGAN STANLEY | 加仓 | $631.21万 |
| BlackRock, Inc. | 加仓 | $534.70万 |
| Kestra Advisory Services, LLC | 加仓 | $489.38万 |
| LPL Financial LLC | 加仓 | $458.93万 |
| Meiji Yasuda Life Insurance Co | 加仓 | $453.29万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $452.11万 |
| Equitable Holdings, Inc. | 加仓 | $419.15万 |
| First National Trust Co | 加仓 | $343.38万 |
| Capital Investment Advisors, LLC | 加仓 | $342.49万 |
| JPMORGAN CHASE & CO | 加仓 | $302.65万 |
| Composition Wealth, LLC | 加仓 | $291.47万 |
| Kathmere Capital Management, LLC | 加仓 | $272.25万 |
| NOVEM GROUP | 加仓 | $265.60万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $264.71万 |
2026Q1 卖出最多
| Venture Visionary Partners LLC | 减仓 | -$1,426.95万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 清仓 | -$955.42万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$819.18万 |
| SPRENG CAPITAL MANAGEMENT, INC. | 清仓 | -$706.15万 |
| Arrow Financial Corp | 减仓 | -$343.76万 |
| Keeler Thomas Management LLC | 减仓 | -$293.57万 |
| HM PAYSON & CO | 减仓 | -$254.11万 |
| Align Financial, LLC | 减仓 | -$240.72万 |
| STIFEL FINANCIAL CORP | 减仓 | -$231.61万 |
| Probity Advisors, Inc. | 减仓 | -$207.75万 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 清仓 | -$171.54万 |
| Camelot Portfolios, LLC | 清仓 | -$156.48万 |
| STAR Financial Bank | 减仓 | -$155.16万 |
| FF Advisors,LLC | 减仓 | -$139.34万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$130.28万 |
| Sightline Wealth Advisors, LLC | 减仓 | -$125.95万 |
| Klingman & Associates, LLC | 减仓 | -$101.12万 |
| BANK OF MONTREAL /CAN/ | 减仓 | -$86.48万 |
| Cypress Point Wealth Management, LLC | 清仓 | -$84.98万 |
| Creative Planning | 减仓 | -$80.50万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9,267,348 | $2.25亿 | 0.02% | 312,522 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 5,201,127 | $1.26亿 | 0.19% | 25,381 | 加仓 |
| Lido Advisors, LLC | 4,651,050 | $1.13亿 | 0.34% | 1,093,639 | 加仓 |
| MORGAN STANLEY | 4,400,005 | $1.07亿 | 0.01% | 260,402 | 加仓 |
| UBS Group AG | 4,263,390 | $1.03亿 | 0.02% | 360,887 | 加仓 |
| HM PAYSON & CO | 4,133,684 | $1.00亿 | 1.45% | -104,830 | 减仓 |
| LPL Financial LLC | 3,437,609 | $8,332.76万 | 0.02% | 189,329 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 3,375,777 | $8,182.88万 | 0.03% | 28,394 | 加仓 |
| Sound View Wealth Advisors Group, LLC | 2,048,974 | $4,966.71万 | 3.38% | 66,283 | 加仓 |
| CAPITAL ADVISORS INC/OK | 1,933,008 | $4,685.61万 | 0.75% | 91,196 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,819,241 | $4,404.02万 | 0.01% | 99,072 | 加仓 |
| HighTower Advisors, LLC | 1,815,796 | $4,401.49万 | 0.05% | 16,150 | 加仓 |
| Capital Investment Advisors, LLC | 1,762,449 | $4,272.18万 | 0.62% | 141,293 | 加仓 |
| ROYAL BANK OF CANADA | 1,710,353 | $4,145.90万 | 0.01% | 73,327 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,627,920 | $3,946.08万 | 0.01% | -337,947 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,483,260 | $3,595.42万 | 0.05% | -53,747 | 减仓 |
| Gratus Wealth Advisors, LLC | 1,465,127 | $3,551.47万 | 5.14% | 63,140 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,455,970 | $3,529.27万 | 0.06% | 95,096 | 加仓 |
| THREADGILL FINANCIAL, LLC | 1,420,636 | $3,443.62万 | 10.00% | 554,192 | 加仓 |
| Kathmere Capital Management, LLC | 1,371,208 | $3,323.81万 | 2.05% | 112,313 | 加仓 |
| WOODMONT INVESTMENT COUNSEL LLC | 1,360,290 | $3,297.34万 | 2.03% | -2,601 | 减仓 |
| SIGMA INVESTMENT COUNSELORS INC | 1,295,766 | $3,140.94万 | 1.66% | 18,575 | 加仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 1,269,820 | $3,078.04万 | 1.22% | 32,247 | 加仓 |
| RVW Wealth, LLC | 1,217,920 | $2,952.24万 | 2.30% | 47,339 | 加仓 |
| TRUIST FINANCIAL CORP | 1,150,506 | $2,788.83万 | 0.04% | 17,315 | 加仓 |
| STIFEL FINANCIAL CORP | 1,017,461 | $2,466.33万 | 0.02% | -95,547 | 减仓 |
| Kestra Advisory Services, LLC | 1,003,964 | $2,433.61万 | 0.09% | 201,891 | 加仓 |
| TABR Capital Management, LLC | 990,460 | $2,400.88万 | 22.09% | 30,999 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 986,619 | $2,391.56万 | 0.01% | 61,789 | 加仓 |
| Klingman & Associates, LLC | 985,527 | $2,388.92万 | 1.14% | -41,717 | 减仓 |
| Wick Capital Partners, LLC | 893,964 | $2,166.97万 | 3.84% | 85,593 | 加仓 |
| MV CAPITAL MANAGEMENT, INC. | 857,584 | $2,078.78万 | 2.04% | 54,102 | 加仓 |
| BENJAMIN EDWARDS INC | 787,989 | $1,910.06万 | 0.19% | 57,674 | 加仓 |
| Summit Asset Management, LLC | 772,155 | $1,871.70万 | 2.60% | 9,337 | 加仓 |
| REBALANCE, LLC | 759,422 | $1,840.84万 | 1.07% | -12,933 | 减仓 |
| NewEdge Advisors, LLC | 757,080 | $1,835.16万 | 0.07% | 33,169 | 加仓 |
| Focus Partners Wealth | 756,131 | $1,832.86万 | 0.02% | 24,395 | 加仓 |
| Meiji Yasuda Life Insurance Co | 755,000 | $1,830.12万 | 0.63% | 187,000 | 加仓 |
| Glenview Trust Co | 739,672 | $1,792.96万 | 0.28% | -1,983 | 减仓 |
| Mesirow Financial Investment Management, Inc. | 739,406 | $1,792.32万 | 0.29% | 350,719 | 加仓 |
| US BANCORP \DE\ | 701,448 | $1,700.31万 | 0.02% | 32,218 | 加仓 |
| SPINNAKER TRUST | 680,902 | $1,650.51万 | 0.91% | 93,956 | 加仓 |
| Sanctuary Advisors, LLC | 666,245 | $1,614.98万 | 0.09% | 29,041 | 加仓 |
| Stratos Wealth Partners, LTD. | 640,613 | $1,552.85万 | 0.18% | 77,101 | 加仓 |
| Strid Group, LLC | 614,150 | $1,488.70万 | 1.84% | 86,127 | 加仓 |
| CENTRAL TRUST Co | 612,998 | $1,485.91万 | 0.29% | 11,254 | 加仓 |
| BlackRock, Inc. | 591,182 | $1,433.03万 | 0.00% | 220,586 | 加仓 |
| CWM, LLC | 582,167 | $1,411.17万 | 0.04% | 82,392 | 加仓 |
| First National Trust Co | 579,749 | $1,405.31万 | 0.48% | 141,659 | 加仓 |
| Venture Visionary Partners LLC | 572,850 | $1,388.59万 | 0.46% | -588,674 | 减仓 |
内部人交易（Form 4）
IBDS 董事、高管和大股东的最新买卖申报。专业版可看 🔒