IBDV ISHARES TR
IBONDS DEC 2030
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 | 350 | 113,364,965 | $24.71亿 | 26 | 208 | 63 | 12 | $1.62亿 |
| 2026Q1 | 336 | 106,503,040 | $23.31亿 | 35 | 213 | 45 | 13 | $2.25亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Lido Advisors, LLC | 加仓 | $3,710.00万 |
| MORGAN STANLEY | 加仓 | $2,551.72万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,030.35万 |
| HM PAYSON & CO | 加仓 | $1,754.48万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,653.72万 |
| Venture Visionary Partners LLC | 加仓 | $1,313.49万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $1,146.68万 |
| Sound View Wealth Advisors Group, LLC | 加仓 | $585.84万 |
| UBS Group AG | 加仓 | $534.29万 |
| BlackRock, Inc. | 加仓 | $533.21万 |
| Chicago Partners Investment Group LLC | 加仓 | $412.57万 |
| CAPITAL ADVISORS INC/OK | 加仓 | $412.28万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $398.24万 |
| LPL Financial LLC | 加仓 | $395.20万 |
| InvesTrust | 加仓 | $389.19万 |
| Kestra Advisory Services, LLC | 加仓 | $381.18万 |
| ROYAL BANK OF CANADA | 加仓 | $371.30万 |
| Capital Investment Advisors, LLC | 加仓 | $350.46万 |
| Glenview Trust Co | 加仓 | $347.14万 |
| First National Trust Co | 加仓 | $303.75万 |
2026Q1 卖出最多
| Apollon Wealth Management, LLC | 减仓 | -$2,436.46万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$1,784.83万 |
| NOVEM GROUP | 减仓 | -$855.84万 |
| CITADEL ADVISORS LLC | 重新持有 | -$662.31万 |
| NESTEGG ADVISORS, INC. | 减仓 | -$312.03万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$226.05万 |
| Greater Midwest Financial Group, LLC | 清仓 | -$205.63万 |
| Keeler Thomas Management LLC | 减仓 | -$191.02万 |
| Walleye Partners, LLC | 清仓 | -$113.63万 |
| STAR Financial Bank | 清仓 | -$75.65万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$67.44万 |
| StoneX Group Inc. | 清仓 | -$60.09万 |
| GTS SECURITIES LLC | 清仓 | -$57.67万 |
| Fortis Capital Management LLC | 清仓 | -$40.18万 |
| Freestone Capital Holdings, LLC | 减仓 | -$38.49万 |
| OAK FAMILY ADVISORS, LLC | 清仓 | -$37.97万 |
| Cetera Investment Advisers | 减仓 | -$30.48万 |
| CGN Advisors LLC | 减仓 | -$27.56万 |
| Alliance Wealth Advisors, LLC /UT | 减仓 | -$26.99万 |
| ALTERNA WEALTH MANAGEMENT, INC | 清仓 | -$24.90万 |
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/ | 9,068,595 | $1.99亿 | 0.01% | 927,523 | 加仓 |
| Aptus Capital Advisors, LLC | 6,041,703 | $1.32亿 | 1.04% | 108,447 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 5,374,232 | $1.18亿 | 0.17% | -815,364 | 减仓 |
| MORGAN STANLEY | 4,738,224 | $1.04亿 | 0.01% | 1,165,700 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 4,304,559 | $9,422.68万 | 0.03% | 755,466 | 加仓 |
| Capital Investment Advisors, LLC | 4,072,983 | $8,915.76万 | 1.30% | 160,102 | 加仓 |
| CAPITAL ADVISORS INC/OK | 3,215,231 | $7,038.14万 | 1.13% | 188,340 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,929,125 | $6,411.85万 | 0.01% | -103,268 | 减仓 |
| ROYAL BANK OF CANADA | 2,511,724 | $5,498.10万 | 0.01% | 169,622 | 加仓 |
| HM PAYSON & CO | 2,454,411 | $5,372.71万 | 0.78% | 801,498 | 加仓 |
| HighTower Advisors, LLC | 2,357,358 | $5,160.26万 | 0.05% | 64,433 | 加仓 |
| UBS Group AG | 2,117,088 | $4,634.31万 | 0.01% | 244,081 | 加仓 |
| Lido Advisors, LLC | 1,980,284 | $4,334.84万 | 0.13% | 1,694,837 | 加仓 |
| Sound View Wealth Advisors Group, LLC | 1,746,344 | $3,822.75万 | 2.60% | 267,629 | 加仓 |
| Klingman & Associates, LLC | 1,650,363 | $3,612.64万 | 1.73% | 80,610 | 加仓 |
| SIGMA INVESTMENT COUNSELORS INC | 1,643,783 | $3,598.24万 | 1.90% | 19,465 | 加仓 |
| Summit Financial, LLC | 1,609,633 | $3,523.49万 | 0.45% | 35,076 | 加仓 |
| Gratus Wealth Advisors, LLC | 1,599,810 | $3,501.98万 | 5.07% | 116,823 | 加仓 |
| Kathmere Capital Management, LLC | 1,500,942 | $3,285.56万 | 2.02% | 124,838 | 加仓 |
| RVW Wealth, LLC | 1,206,110 | $2,640.18万 | 2.06% | 92,958 | 加仓 |
| Venture Visionary Partners LLC | 1,168,091 | $2,556.95万 | 0.85% | 600,041 | 加仓 |
| US BANCORP \DE\ | 1,166,380 | $2,553.21万 | 0.03% | 46,313 | 加仓 |
| NewEdge Advisors, LLC | 1,148,770 | $2,514.66万 | 0.09% | 13,996 | 加仓 |
| WOODMONT INVESTMENT COUNSEL LLC | 1,064,345 | $2,329.85万 | 1.44% | 110,458 | 加仓 |
| STIFEL FINANCIAL CORP | 1,060,287 | $2,320.97万 | 0.02% | 102,804 | 加仓 |
| LPL Financial LLC | 1,038,021 | $2,272.23万 | 0.01% | 180,537 | 加仓 |
| Advisors Capital Management, LLC | 979,384 | $2,143.87万 | 0.25% | 32,328 | 加仓 |
| MV CAPITAL MANAGEMENT, INC. | 920,078 | $2,014.05万 | 1.98% | 84,220 | 加仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 881,649 | $1,929.93万 | 0.76% | 74,625 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 716,488 | $1,568.39万 | 0.02% | 20,613 | 加仓 |
| EP Wealth Advisors, LLC | 713,760 | $1,562.42万 | 0.08% | -8,906 | 减仓 |
| Arrow Financial Corp | 684,978 | $1,499.42万 | 1.51% | 17,786 | 加仓 |
| Mariner, LLC | 656,216 | $1,436.46万 | 0.02% | 40,197 | 加仓 |
| BlackRock, Inc. | 652,797 | $1,428.97万 | 0.00% | 243,588 | 加仓 |
| Kestra Advisory Services, LLC | 649,951 | $1,422.74万 | 0.05% | 174,132 | 加仓 |
| AMERIPRISE FINANCIAL INC | 646,153 | $1,414.49万 | 0.00% | 46,200 | 加仓 |
| Rockefeller Capital Management L.P. | 622,604 | $1,362.88万 | 0.02% | 17,629 | 加仓 |
| PFG Private Wealth Management, LLC | 621,042 | $1,359.46万 | 5.76% | 34,610 | 加仓 |
| First National Trust Co | 589,237 | $1,289.84万 | 0.44% | 138,763 | 加仓 |
| Ironwood Financial, llc | 555,651 | $1,216.32万 | 2.12% | 22,638 | 加仓 |
| Janney Montgomery Scott LLC | 541,787 | $1,186.00万 | 0.03% | 90,623 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 523,836 | $1,146.68万 | 0.00% | 523,836 | 新建仓 |
| Probity Advisors, Inc. | 519,002 | $1,136.09万 | 1.80% | 53,065 | 加仓 |
| CENTRAL TRUST Co | 501,553 | $1,097.90万 | 0.22% | 65,116 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 486,128 | $1,064.13万 | 0.02% | 18,767 | 加仓 |
| Glenview Trust Co | 480,812 | $1,052.50万 | 0.17% | 158,583 | 加仓 |
| REBALANCE, LLC | 478,021 | $1,046.39万 | 0.61% | 18,633 | 加仓 |
| Commonwealth Financial Services, LLC | 470,930 | $1,030.87万 | 1.63% | 31,748 | 加仓 |
| LYELL WEALTH MANAGEMENT, LP | 467,998 | $1,024.45万 | 0.75% | 15,011 | 加仓 |
| Parkway Wealth Management Group, LLC | 462,944 | $1,014.77万 | 1.28% | 44,181 | 加仓 |
内部人交易（Form 4）
IBDV 董事、高管和大股东的最新买卖申报。专业版可看 🔒