IBMR ISHARES TR
IBONDS DEC 2029
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 | 144 | 15,176,610 | $3.85亿 | 23 | 64 | 28 | 10 | $2,686.00万 |
| 2026Q1 | 129 | 13,896,463 | $3.52亿 | 17 | 62 | 24 | 6 | $3,728.37万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Paradiem, LLC | 新建仓 | $1,004.81万 |
| Lido Advisors, LLC | 加仓 | $609.06万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $479.77万 |
| Cyndeo Wealth Partners, LLC | 加仓 | $301.10万 |
| Matthew Goff Investment Advisor, LLC | 新建仓 | $289.24万 |
| MOULTON WEALTH MANAGEMENT, INC | 新建仓 | $207.89万 |
| LBMC INVESTMENT ADVISORS, LLC | 加仓 | $172.59万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 加仓 | $170.17万 |
| ENVESTNET ASSET MANAGEMENT INC | 重新持有 | $138.32万 |
| LPL Financial LLC | 加仓 | $133.31万 |
| Cetera Investment Advisers | 加仓 | $128.35万 |
| Covington Investment Advisors Inc. | 加仓 | $117.71万 |
| MORGAN STANLEY | 加仓 | $116.73万 |
| Praetorian Wealth Management, Inc. | 加仓 | $109.86万 |
| ROYAL BANK OF CANADA | 加仓 | $99.68万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $95.52万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $94.51万 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 加仓 | $82.83万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $76.13万 |
| Clearstead Advisors, LLC | 加仓 | $69.72万 |
2026Q1 卖出最多
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$944.45万 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 清仓 | -$304.79万 |
| UBS Group AG | 减仓 | -$188.65万 |
| Summit Financial, LLC | 减仓 | -$78.10万 |
| PSI Advisors, LLC | 减仓 | -$68.44万 |
| PFG Private Wealth Management, LLC | 清仓 | -$52.47万 |
| NewEdge Advisors, LLC | 减仓 | -$40.58万 |
| HighTower Advisors, LLC | 减仓 | -$32.60万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$32.50万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$32.39万 |
| FF Advisors,LLC | 减仓 | -$19.74万 |
| Kathmere Capital Management, LLC | 减仓 | -$16.98万 |
| MassMutual Private Wealth & Trust, FSB | 清仓 | -$15.63万 |
| CENTRAL TRUST Co | 减仓 | -$11.38万 |
| Signature Wealth Management Group | 减仓 | -$10.85万 |
| OneDigital Investment Advisors LLC | 减仓 | -$10.39万 |
| Capital Investment Advisors, LLC | 减仓 | -$6.07万 |
| Newman Dignan & Sheerar, Inc. | 减仓 | -$5.07万 |
| Trust Co | 减仓 | -$4.95万 |
| CFS Investment Advisory Services, LLC | 减仓 | -$4.28万 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1,720,098 | $4,360.45万 | 0.06% | -372,566 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,537,562 | $3,897.72万 | 0.00% | 189,258 | 加仓 |
| Clearstead Advisors, LLC | 979,870 | $2,483.97万 | 0.23% | 27,504 | 加仓 |
| HighTower Advisors, LLC | 732,945 | $1,858.00万 | 0.02% | -12,861 | 减仓 |
| LBMC INVESTMENT ADVISORS, LLC | 487,494 | $1,235.80万 | 0.75% | 68,082 | 加仓 |
| WELLS FARGO & COMPANY/MN | 421,348 | $1,068.12万 | 0.00% | 30,030 | 加仓 |
| Paradiem, LLC | 396,376 | $1,004.81万 | 2.21% | 396,376 | 新建仓 |
| US BANCORP \DE\ | 383,636 | $972.52万 | 0.01% | -1,219 | 减仓 |
| Lido Advisors, LLC | 347,339 | $880.51万 | 0.03% | 240,258 | 加仓 |
| Covington Investment Advisors Inc. | 285,410 | $723.50万 | 1.06% | 46,435 | 加仓 |
| Kathmere Capital Management, LLC | 272,834 | $691.63万 | 0.43% | -6,700 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 255,404 | $647.45万 | 0.00% | 17,404 | 加仓 |
| Praetorian Wealth Management, Inc. | 248,807 | $631.47万 | 1.20% | 43,286 | 加仓 |
| LPL Financial LLC | 247,224 | $626.71万 | 0.00% | 52,589 | 加仓 |
| UBS Group AG | 224,128 | $568.16万 | 0.00% | -74,417 | 减仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 220,754 | $559.61万 | 0.08% | 67,127 | 加仓 |
| MORGAN STANLEY | 182,626 | $462.96万 | 0.00% | 46,048 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 176,991 | $448.67万 | 0.00% | 54,564 | 重新持有 |
| STIFEL FINANCIAL CORP | 172,241 | $436.63万 | 0.00% | 8,644 | 加仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 169,971 | $430.88万 | 0.17% | 2,520 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 168,050 | $425.42万 | 0.03% | 37,731 | 加仓 |
| Cyndeo Wealth Partners, LLC | 160,828 | $407.70万 | 0.21% | 118,779 | 加仓 |
| CENTRAL TRUST Co | 139,794 | $354.38万 | 0.07% | -4,491 | 减仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 134,311 | $340.48万 | 0.04% | 7,785 | 加仓 |
| Summit Financial, LLC | 122,731 | $311.12万 | 0.04% | -30,807 | 减仓 |
| Integrated Wealth Concepts LLC | 115,133 | $291.86万 | 0.02% | 11,077 | 加仓 |
| Matthew Goff Investment Advisor, LLC | 124,349 | $289.24万 | 0.48% | 124,349 | 新建仓 |
| ROYAL BANK OF CANADA | 112,331 | $284.80万 | 0.00% | 39,317 | 加仓 |
| WOODMONT INVESTMENT COUNSEL LLC | 100,204 | $254.02万 | 0.16% | -972 | 减仓 |
| Parkway Wealth Management Group, LLC | 98,024 | $248.98万 | 0.31% | 6,107 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 90,368 | $229.08万 | 0.00% | 37,281 | 加仓 |
| ASSETMARK, INC | 89,220 | $226.17万 | 0.00% | 22,881 | 加仓 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 88,949 | $225.49万 | 0.09% | 1,375 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 88,222 | $223.64万 | 0.00% | -12,822 | 减仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 86,709 | $219.81万 | 0.03% | 5,267 | 加仓 |
| Cetera Investment Advisers | 82,650 | $209.52万 | 0.00% | 50,633 | 加仓 |
| MOULTON WEALTH MANAGEMENT, INC | 95,473 | $207.89万 | 0.34% | 95,473 | 新建仓 |
| Kestra Advisory Services, LLC | 80,415 | $203.85万 | 0.01% | 13,682 | 加仓 |
| Sound View Wealth Advisors Group, LLC | 77,269 | $195.88万 | 0.13% | 3,254 | 加仓 |
| BENJAMIN EDWARDS INC | 76,593 | $194.16万 | 0.02% | 3,161 | 加仓 |
| JANE STREET GROUP, LLC | 75,766 | $192.07万 | 0.00% | 11,642 | 加仓 |
| Ellis Investment Partners, LLC | 72,497 | $183.78万 | 0.32% | 2,454 | 加仓 |
| Valmark Advisers, Inc. | 71,399 | $181.00万 | 0.02% | 5,677 | 加仓 |
| NewEdge Advisors, LLC | 69,682 | $176.64万 | 0.01% | -16,008 | 减仓 |
| Atlantic Union Bankshares Corp | 69,133 | $175.25万 | 0.03% | 2,052 | 加仓 |
| Curbstone Financial Management Corp | 66,170 | $167.74万 | 0.32% | 5,900 | 加仓 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 63,187 | $160.18万 | 0.76% | 32,675 | 加仓 |
| SPINNAKER TRUST | 61,223 | $155.20万 | 0.09% | 15,952 | 加仓 |
| Granite Harbor Advisors, Inc. | 61,038 | $154.73万 | 0.68% | 0 | 不变 |
| Hills Bank & Trust Co | 54,448 | $138.03万 | 0.07% | 2,416 | 加仓 |
内部人交易（Form 4）
IBMR 董事、高管和大股东的最新买卖申报。专业版可看 🔒