IBHG ISHARES TR
IBONDS 2027 TERM
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 | 132 | 14,369,647 | $3.18亿 | 15 | 63 | 32 | 11 | $4,940.85万 |
| 2026Q1 | 128 | 12,063,944 | $2.67亿 | 18 | 59 | 31 | 5 | $845.85万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| THREADGILL FINANCIAL, LLC | 加仓 | $2,100.60万 |
| Bank of New York Mellon Corp | 新建仓 | $886.77万 |
| LPL Financial LLC | 加仓 | $507.48万 |
| UBS Group AG | 加仓 | $275.25万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $107.82万 |
| LBMC INVESTMENT ADVISORS, LLC | 加仓 | $92.87万 |
| BIP Wealth, LLC | 新建仓 | $75.55万 |
| Carr Financial Group Corp | 加仓 | $72.62万 |
| JANE STREET GROUP, LLC | 新建仓 | $72.29万 |
| Cerity Partners LLC | 新建仓 | $70.37万 |
| Walser Wealth Management Company, A Ltd Liability Co | 加仓 | $69.23万 |
| Foundations Investment Advisors, LLC | 加仓 | $68.57万 |
| Bedel Financial Consulting, Inc. | 新建仓 | $66.01万 |
| Commonwealth Financial Services, LLC | 加仓 | $56.26万 |
| MORGAN STANLEY | 加仓 | $55.06万 |
| Csenge Advisory Group | 新建仓 | $52.69万 |
| COWA, LLC | 加仓 | $47.68万 |
| FLOW TRADERS U.S. LLC | 新建仓 | $45.20万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 加仓 | $44.26万 |
| BlackRock, Inc. | 加仓 | $39.28万 |
2026Q1 卖出最多
| OSAIC HOLDINGS, INC. | 减仓 | -$1,484.64万 |
| Mutual Advisors, LLC | 减仓 | -$700.55万 |
| Keeler Thomas Management LLC | 减仓 | -$675.45万 |
| Hurley Capital, LLC | 减仓 | -$410.68万 |
| OLD MISSION CAPITAL LLC | 减仓 | -$392.49万 |
| ROYAL BANK OF CANADA | 减仓 | -$353.30万 |
| Sightline Wealth Advisors, LLC | 清仓 | -$80.59万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$75.30万 |
| Federation des caisses Desjardins du Quebec | 减仓 | -$62.43万 |
| Rialto Wealth Management, LLC | 减仓 | -$52.55万 |
| Creative Planning | 清仓 | -$51.71万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$49.26万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$45.40万 |
| Hobbs Group Advisors, LLC | 清仓 | -$38.33万 |
| HEADINVEST, LLC | 减仓 | -$33.97万 |
| REBALANCE, LLC | 减仓 | -$29.90万 |
| Spire Wealth Management | 减仓 | -$29.89万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$29.25万 |
| Lido Advisors, LLC | 减仓 | -$22.52万 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 减仓 | -$20.42万 |
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 |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 1,616,618 | $3,577.57万 | 2.18% | 41,965 | 加仓 |
| LPL Financial LLC | 1,143,106 | $2,529.69万 | 0.01% | 229,318 | 加仓 |
| THREADGILL FINANCIAL, LLC | 962,629 | $2,130.30万 | 6.19% | 949,208 | 加仓 |
| Federation des caisses Desjardins du Quebec | 893,063 | $1,976.35万 | 0.07% | -28,211 | 减仓 |
| WELLS FARGO & COMPANY/MN | 799,691 | $1,769.72万 | 0.00% | -22,261 | 减仓 |
| Bank of New York Mellon Corp | 400,710 | $886.77万 | 0.00% | 400,710 | 新建仓 |
| HighTower Advisors, LLC | 397,414 | $879.47万 | 0.01% | 12,674 | 加仓 |
| Commonwealth Financial Services, LLC | 388,086 | $858.83万 | 1.36% | 25,424 | 加仓 |
| UBS Group AG | 334,890 | $741.11万 | 0.00% | 124,380 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 325,363 | $720.03万 | 0.00% | 48,721 | 加仓 |
| Cetera Investment Advisers | 263,300 | $582.68万 | 0.01% | 2,772 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 248,889 | $550.79万 | 0.00% | -479 | 减仓 |
| J.W. COLE ADVISORS, INC. | 222,613 | $492.64万 | 0.17% | 9,976 | 加仓 |
| MORGAN STANLEY | 217,172 | $480.60万 | 0.00% | 24,882 | 加仓 |
| Mid-American Wealth Advisory Group, Inc. | 208,868 | $466.19万 | 1.97% | 0 | 不变 |
| NewEdge Advisors, LLC | 166,920 | $369.39万 | 0.01% | 14,013 | 加仓 |
| Ironwood Financial, llc | 165,529 | $366.31万 | 0.64% | 10,984 | 加仓 |
| OLD MISSION CAPITAL LLC | 136,304 | $301.64万 | 0.05% | -177,356 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 135,973 | $300.91万 | 0.04% | 15,165 | 加仓 |
| Keeler Thomas Management LLC | 133,662 | $295.79万 | 1.25% | -305,218 | 减仓 |
| Straight Path Wealth Management | 127,576 | $282.33万 | 0.75% | 10,827 | 加仓 |
| Carr Financial Group Corp | 119,847 | $265.22万 | 0.70% | 32,814 | 加仓 |
| EVEXIA WEALTH LLC | 116,882 | $258.58万 | 0.71% | 16,878 | 加仓 |
| EIGHT 31 FINANCIAL, LLC | 104,342 | $230.91万 | 1.39% | -1,859 | 减仓 |
| ROYAL BANK OF CANADA | 92,068 | $203.80万 | 0.00% | -159,606 | 减仓 |
| Penobscot Investment Management Company, Inc. | 89,425 | $197.90万 | 0.15% | 6,025 | 加仓 |
| Lido Advisors, LLC | 83,009 | $183.70万 | 0.01% | -10,177 | 减仓 |
| Advisory Services Network, LLC | 77,912 | $172.42万 | 0.02% | -3,578 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 74,575 | $165.00万 | 0.00% | 7,782 | 加仓 |
| Integrated Wealth Concepts LLC | 73,137 | $161.85万 | 0.01% | 1,032 | 加仓 |
| BlackRock, Inc. | 70,995 | $157.11万 | 0.00% | 17,748 | 加仓 |
| Centennial Advisors, LLC | 54,927 | $121.55万 | 1.55% | -4,935 | 减仓 |
| BridgePort Financial Solutions, LLC | 54,580 | $120.79万 | 0.34% | -1,709 | 减仓 |
| Foundations Investment Advisors, LLC | 54,452 | $120.50万 | 0.01% | 30,987 | 加仓 |
| IFP Advisors, Inc | 54,131 | $119.79万 | 0.02% | 3,101 | 加仓 |
| Walser Wealth Management Company, A Ltd Liability Co | 49,838 | $110.29万 | 0.50% | 31,283 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49,748 | $110.09万 | 0.00% | -13,219 | 减仓 |
| EP Wealth Advisors, LLC | 45,390 | $100.45万 | 0.00% | 6,066 | 加仓 |
| Stratos Wealth Partners, LTD. | 44,931 | $99.43万 | 0.01% | 10,507 | 加仓 |
| Parallel Advisors, LLC | 42,725 | $94.55万 | 0.02% | 10,550 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 42,429 | $93.90万 | 0.00% | -34,027 | 减仓 |
| FOCUSED ALPHA, LLC | 41,617 | $92.10万 | 0.28% | 1,476 | 加仓 |
| AE Wealth Management LLC | 41,078 | $90.90万 | 0.00% | -2,965 | 减仓 |
| Tempus Wealth Planning, LLC | 39,772 | $88.02万 | 0.20% | 1,163 | 加仓 |
| COWA, LLC | 39,195 | $86.74万 | 0.23% | 21,545 | 加仓 |
| Thrivent Financial for Lutherans | 37,305 | $82.50万 | 0.00% | 7,572 | 加仓 |
| WRAPMANAGER INC | 37,158 | $82.23万 | 0.29% | 187 | 加仓 |
| REBALANCE, LLC | 36,421 | $80.60万 | 0.05% | -13,511 | 减仓 |
| Heartland Bank & Trust Co | 35,631 | $78.85万 | 0.18% | 2,197 | 加仓 |
| Private Advisor Group, LLC | 34,489 | $76.32万 | 0.00% | 2,302 | 加仓 |
内部人交易（Form 4）
IBHG 董事、高管和大股东的最新买卖申报。专业版可看 🔒