13F 机构持仓

IBDY ISHARES TR

IBONDS DEC 2033

持有机构数1682026Q2
26Q126Q2
机构合计持股(股)31,273,1472026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q216831,273,147$8.05亿 22892914$3,449.97万
2026Q116130,163,391$7.80亿 2095177$6,026.71万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

CAPITAL ADVISORS INC/OK新建仓$4,894.38万
Sound View Wealth Advisors Group, LLC加仓$1,167.21万
Concurrent Investment Advisors, LLC新建仓$635.91万
BANK OF AMERICA CORP /DE/加仓$539.12万
Capital Investment Advisors, LLC加仓$497.18万
Ironwood Financial, llc加仓$491.57万
RAYMOND JAMES FINANCIAL INC加仓$468.64万
EP Wealth Advisors, LLC新建仓$330.84万
HighTower Advisors, LLC加仓$297.54万
ROYAL BANK OF CANADA加仓$260.88万
CITADEL ADVISORS LLC加仓$252.92万
SIGMA INVESTMENT COUNSELORS INC加仓$240.45万
UBS Group AG加仓$212.26万
Klingman & Associates, LLC新建仓$202.96万
MORGAN STANLEY加仓$193.69万
US BANCORP \DE\加仓$153.99万
AMERIPRISE FINANCIAL INC加仓$123.62万
Probity Advisors, Inc.加仓$107.80万
HOWLAND CAPITAL MANAGEMENT LLC加仓$96.66万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$91.67万

2026Q2 卖出最多

First Interstate Bank减仓-$4,687.30万
Summit Financial, LLC减仓-$2,305.27万
JANE STREET GROUP, LLC减仓-$688.91万
GTS SECURITIES LLC清仓-$335.19万
Envision Financial Planning, LLC减仓-$259.03万
MCF Advisors LLC清仓-$199.59万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$182.83万
Mariner, LLC减仓-$178.59万
BOSTON FAMILY OFFICE LLC清仓-$161.40万
Atlantic Union Bankshares Corp减仓-$95.06万
BENJAMIN EDWARDS INC减仓-$66.59万
JPMORGAN CHASE & CO减仓-$65.89万
Private Advisor Group, LLC清仓-$35.15万
Stratos Wealth Partners, LTD.清仓-$31.15万
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC减仓-$29.19万
Addison Advisors LLC减仓-$29.15万
HRT FINANCIAL LP清仓-$26.50万
OneDigital Investment Advisors LLC减仓-$25.75万
BESSEMER GROUP INC清仓-$24.10万
Banque Cantonale Vaudoise清仓-$24.10万

2026Q2 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
Capital Investment Advisors, LLC3,299,900$8,495.59万1.12%193,116加仓
MORGAN STANLEY2,336,734$6,015.92万0.00%75,234加仓
BANK OF AMERICA CORP /DE/2,142,584$5,516.08万0.00%209,408加仓
CAPITAL ADVISORS INC/OK1,901,100$4,894.38万0.72%1,901,100新建仓
SIGMA INVESTMENT COUNSELORS INC1,478,526$3,806.46万1.86%93,397加仓
Summit Financial, LLC1,143,222$2,943.23万0.32%-895,423减仓
SUMMITRY LLC1,042,372$2,683.59万0.88%17,177加仓
MV CAPITAL MANAGEMENT, INC.944,849$2,432.51万2.16%7,628加仓
US BANCORP \DE\863,835$2,223.94万0.02%59,815加仓
HighTower Advisors, LLC738,622$1,901.58万0.02%115,572加仓
RAYMOND JAMES FINANCIAL INC738,413$1,901.04万0.01%182,030加仓
Envision Financial Planning, LLC737,993$1,899.96万6.18%-100,614减仓
AMERIPRISE FINANCIAL INC716,884$1,845.62万0.00%48,018加仓
WELLS FARGO & COMPANY/MN679,809$1,750.17万0.00%34,302加仓
UBS Group AG616,604$1,587.45万0.00%82,446加仓
Arrow Financial Corp610,058$1,570.61万1.41%20,264加仓
Rockefeller Capital Management L.P.516,077$1,328.64万0.02%7,346加仓
MB, LEVIS & ASSOCIATES, LLC495,495$1,275.65万4.70%5,267加仓
Sound View Wealth Advisors Group, LLC490,589$1,263.02万0.78%453,374加仓
COMMONWEALTH EQUITY SERVICES, LLC434,894$1,119.64万0.01%11,709加仓
INSTRUMENTAL WEALTH, LLC418,536$1,077.52万5.46%1,752加仓
Janney Montgomery Scott LLC415,635$1,070.10万0.02%27,378加仓
LPL Financial LLC388,876$1,001.16万0.00%26,085加仓
ROYAL BANK OF CANADA372,485$958.90万0.00%101,339加仓
Kestra Advisory Services, LLC335,084$862.67万0.03%2,103加仓
Guidance Point Advisors, LLC289,080$744.24万1.57%10,801加仓
Lido Advisors, LLC260,996$671.93万0.02%26,893加仓
Concurrent Investment Advisors, LLC247,004$635.91万0.05%247,004新建仓
Parallel Advisors, LLC234,639$604.08万0.09%21,622加仓
HANCOCK WHITNEY CORP233,766$601.83万0.10%7,470加仓
Probity Advisors, Inc.231,197$595.22万0.85%41,871加仓
Mariner, LLC227,092$584.65万0.01%-69,368减仓
Ironwood Financial, llc210,239$534.01万0.84%193,532加仓
Krilogy Financial LLC204,922$527.57万0.16%-2,849减仓
LYELL WEALTH MANAGEMENT, LP204,795$527.24万0.32%23,350加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP204,577$526.68万0.00%-71,017减仓
CITADEL ADVISORS LLC187,684$483.19万0.00%98,240加仓
4Thought Financial Group Inc.185,959$478.75万2.25%10,284加仓
BENJAMIN EDWARDS INC152,729$393.19万0.04%-25,867减仓
PRECEDENT WEALTH PARTNERS, LLC151,321$389.58万0.65%22,780加仓
Evergreen Private Wealth LLC142,119$365.89万1.35%6,820加仓
JAMES INVESTMENT RESEARCH, INC.130,105$334.96万0.34%-7,446减仓
MERCER GLOBAL ADVISORS INC /ADV128,946$331.97万0.00%15,088加仓
ENVESTNET ASSET MANAGEMENT INC128,608$331.10万0.00%-5,466减仓
EP Wealth Advisors, LLC128,507$330.84万0.01%128,507新建仓
ADIRONDACK TRUST CO128,140$329.83万0.98%9,221加仓
HOWLAND CAPITAL MANAGEMENT LLC126,693$326.17万0.12%37,544加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC125,678$320.61万0.01%35,935加仓
First Interstate Bank119,680$308.12万0.16%-1,820,664减仓
Atlantic Union Bankshares Corp112,702$290.15万0.05%-36,925减仓

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