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 🔒 | ||||||||
2026Q2 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $429.16万 |
| Kesler, Norman & Wride, LLC | 新建仓 | $384.28万 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 新建仓 | $330.32万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $217.74万 |
| MML INVESTORS SERVICES, LLC | 新建仓 | $192.60万 |
| Kathmere Capital Management, LLC | 加仓 | $189.15万 |
| Integrated Wealth Concepts LLC | 加仓 | $141.20万 |
| ASSETMARK, INC | 加仓 | $111.83万 |
| US BANCORP \DE\ | 加仓 | $101.92万 |
| Jacobi Capital Management LLC | 新建仓 | $94.27万 |
| Covington Investment Advisors Inc. | 加仓 | $86.83万 |
| LPL Financial LLC | 加仓 | $85.96万 |
| LBMC INVESTMENT ADVISORS, LLC | 加仓 | $83.23万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 加仓 | $75.53万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $75.46万 |
| Clearstead Advisors, LLC | 加仓 | $68.57万 |
| CITADEL ADVISORS LLC | 新建仓 | $67.36万 |
| OneAscent Financial Services LLC | 新建仓 | $59.16万 |
| TRUE Private Wealth Advisors | 加仓 | $59.01万 |
| Modern Wealth Management, LLC | 新建仓 | $57.39万 |
2026Q2 卖出最多
| Matthew Goff Investment Advisor, LLC | 清仓 | -$289.24万 |
| MOULTON WEALTH MANAGEMENT, INC | 清仓 | -$207.89万 |
| JANE STREET GROUP, LLC | 清仓 | -$192.07万 |
| HOWLAND CAPITAL MANAGEMENT LLC | 减仓 | -$88.97万 |
| Mariner, LLC | 清仓 | -$81.64万 |
| JPMORGAN CHASE & CO | 清仓 | -$58.74万 |
| Summit Financial, LLC | 减仓 | -$58.71万 |
| WOODMONT INVESTMENT COUNSEL LLC | 减仓 | -$48.10万 |
| PGIM Custom Harvest LLC | 减仓 | -$34.80万 |
| Aspen Wealth Management LLC | 减仓 | -$34.22万 |
| Private Advisor Group, LLC | 清仓 | -$31.77万 |
| Prime Capital Investment Advisors, LLC | 减仓 | -$29.98万 |
| WJ Wealth Management, LLC | 清仓 | -$27.89万 |
| Wolfstich Capital, LLC | 清仓 | -$27.87万 |
| PSI Advisors, LLC | 减仓 | -$25.39万 |
| Lido Advisors, LLC | 减仓 | -$22.25万 |
| CENTRAL TRUST Co | 减仓 | -$20.58万 |
| Creative Planning | 减仓 | -$15.85万 |
| NewEdge Advisors, LLC | 减仓 | -$14.46万 |
| FF Advisors,LLC | 减仓 | -$14.34万 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1,740,491 | $4,419.11万 | 0.05% | 20,393 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,706,589 | $4,333.03万 | 0.00% | 169,027 | 加仓 |
| Clearstead Advisors, LLC | 1,006,875 | $2,556.46万 | 0.24% | 27,005 | 加仓 |
| HighTower Advisors, LLC | 736,560 | $1,870.13万 | 0.02% | 3,615 | 加仓 |
| LBMC INVESTMENT ADVISORS, LLC | 520,275 | $1,320.98万 | 0.72% | 32,781 | 加仓 |
| WELLS FARGO & COMPANY/MN | 438,879 | $1,114.31万 | 0.00% | 17,531 | 加仓 |
| US BANCORP \DE\ | 423,777 | $1,075.97万 | 0.01% | 40,141 | 加仓 |
| Paradiem, LLC | 396,376 | $1,006.40万 | 2.17% | 0 | 不变 |
| Kathmere Capital Management, LLC | 347,332 | $881.88万 | 0.47% | 74,498 | 加仓 |
| Lido Advisors, LLC | 338,574 | $859.64万 | 0.02% | -8,765 | 减仓 |
| Covington Investment Advisors Inc. | 319,610 | $811.50万 | 1.05% | 34,200 | 加仓 |
| LPL Financial LLC | 281,078 | $713.66万 | 0.00% | 33,854 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 266,224 | $675.94万 | 0.00% | 10,820 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 262,751 | $667.13万 | 0.00% | 85,760 | 加仓 |
| Praetorian Wealth Management, Inc. | 253,195 | $642.86万 | 1.11% | 4,388 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 250,503 | $636.03万 | 0.08% | 29,749 | 加仓 |
| UBS Group AG | 233,264 | $592.26万 | 0.00% | 9,136 | 加仓 |
| MORGAN STANLEY | 197,333 | $501.03万 | 0.00% | 14,707 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 185,667 | $470.90万 | 0.03% | 17,617 | 加仓 |
| Cyndeo Wealth Partners, LLC | 175,874 | $446.55万 | 0.21% | 15,046 | 加仓 |
| STIFEL FINANCIAL CORP | 171,140 | $434.52万 | 0.00% | -1,101 | 减仓 |
| Integrated Wealth Concepts LLC | 170,744 | $433.52万 | 0.02% | 55,611 | 加仓 |
| Kesler, Norman & Wride, LLC | 165,926 | $384.28万 | 0.61% | 165,926 | 新建仓 |
| Odyssey Group, LLC | 141,310 | $358.79万 | 0.97% | — | — |
| COLDSTREAM CAPITAL MANAGEMENT INC | 135,517 | $344.08万 | 0.03% | 1,206 | 加仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 134,931 | $342.59万 | 0.12% | -35,040 | 减仓 |
| ASSETMARK, INC | 133,266 | $338.36万 | 0.01% | 44,046 | 加仓 |
| CENTRAL TRUST Co | 131,688 | $334.36万 | 0.06% | -8,106 | 减仓 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 142,624 | $330.32万 | 2.40% | 142,624 | 新建仓 |
| Cypress Point Wealth Management, LLC | 119,718 | $303.96万 | 0.62% | 0 | 重新持有 |
| ROYAL BANK OF CANADA | 113,280 | $287.60万 | 0.00% | 949 | 加仓 |
| Parkway Wealth Management Group, LLC | 100,692 | $255.66万 | 0.30% | 2,668 | 加仓 |
| Summit Financial, LLC | 99,608 | $252.90万 | 0.03% | -23,123 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 95,506 | $242.49万 | 0.00% | 7,284 | 加仓 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 92,949 | $236.00万 | 0.09% | 4,000 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 88,291 | $224.17万 | 0.00% | -2,077 | 减仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 87,480 | $222.11万 | 0.03% | 771 | 加仓 |
| Kestra Advisory Services, LLC | 84,962 | $215.72万 | 0.01% | 4,547 | 加仓 |
| Cetera Investment Advisers | 82,839 | $210.33万 | 0.00% | 189 | 加仓 |
| Valmark Advisers, Inc. | 82,750 | $210.10万 | 0.02% | 11,351 | 加仓 |
| WOODMONT INVESTMENT COUNSEL LLC | 81,260 | $206.32万 | 0.11% | -18,944 | 减仓 |
| BENJAMIN EDWARDS INC | 78,598 | $199.56万 | 0.02% | 2,005 | 加仓 |
| Sound View Wealth Advisors Group, LLC | 77,650 | $197.15万 | 0.12% | 381 | 加仓 |
| MML INVESTORS SERVICES, LLC | 75,855 | $192.60万 | 0.00% | 75,855 | 新建仓 |
| SPINNAKER TRUST | 74,499 | $189.15万 | 0.09% | 13,276 | 加仓 |
| Atlantic Union Bankshares Corp | 73,068 | $185.52万 | 0.03% | 3,935 | 加仓 |
| Ellis Investment Partners, LLC | 72,517 | $184.12万 | 0.28% | 20 | 加仓 |
| Hills Bank & Trust Co | 72,120 | $183.11万 | 0.08% | 17,672 | 加仓 |
| Granite Harbor Advisors, Inc. | 70,078 | $177.93万 | 0.70% | 9,040 | 加仓 |
| RIA Advisory Group LLC | 68,631 | $174.25万 | 0.38% | 15,925 | 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 🔒