IBMS 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 | 115 | 9,930,780 | $2.57亿 | 17 | 66 | 18 | 5 | $3,651.44万 |
| 2026Q1 | 103 | 8,653,650 | $2.24亿 | 18 | 52 | 12 | 3 | $2,968.04万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| HighTower Advisors, LLC | 加仓 | $960.83万 |
| COMMUNITY TRUST & INVESTMENT CO | 加仓 | $513.14万 |
| JANE STREET GROUP, LLC | 加仓 | $371.86万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $221.28万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $196.62万 |
| MML INVESTORS SERVICES, LLC | 新建仓 | $191.48万 |
| LBMC INVESTMENT ADVISORS, LLC | 加仓 | $139.39万 |
| Hills Bank & Trust Co | 加仓 | $135.78万 |
| UBS Group AG | 加仓 | $110.43万 |
| Jacobi Capital Management LLC | 新建仓 | $94.21万 |
| Clearstead Advisors, LLC | 加仓 | $82.01万 |
| NewEdge Advisors, LLC | 加仓 | $81.11万 |
| LPL Financial LLC | 加仓 | $69.77万 |
| ASSETMARK, INC | 加仓 | $69.23万 |
| Modern Wealth Management, LLC | 新建仓 | $57.24万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $55.62万 |
| TRUE Private Wealth Advisors | 加仓 | $54.91万 |
| Rossmore Private Capital | 加仓 | $49.22万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $47.20万 |
| Brookstone Capital Management | 加仓 | $43.10万 |
2026Q2 卖出最多
| Kathmere Capital Management, LLC | 减仓 | -$359.00万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$143.00万 |
| Quantum Financial Advisors, LLC | 减仓 | -$97.06万 |
| NESTEGG ADVISORS, INC. | 减仓 | -$76.71万 |
| Aspen Wealth Management LLC | 减仓 | -$34.02万 |
| MORGAN STANLEY | 减仓 | -$32.13万 |
| Creative Planning | 清仓 | -$31.59万 |
| JPMORGAN CHASE & CO | 清仓 | -$24.99万 |
| Private Advisor Group, LLC | 清仓 | -$23.94万 |
| CITADEL ADVISORS LLC | 减仓 | -$13.30万 |
| WOODMONT INVESTMENT COUNSEL LLC | 减仓 | -$9.63万 |
| CFS Investment Advisory Services, LLC | 减仓 | -$8.68万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 减仓 | -$7.97万 |
| Lido Advisors, LLC | 减仓 | -$6.33万 |
| Archford Capital Strategies, LLC | 减仓 | -$5.12万 |
| CENTRAL TRUST Co | 减仓 | -$3.45万 |
| OneDigital Investment Advisors LLC | 减仓 | -$3.00万 |
| Argo Wealth Advisory, LLC | 减仓 | -$2.11万 |
| PFG Private Wealth Management, LLC | 减仓 | -$1.36万 |
| Capital Investment Advisors, LLC | 减仓 | -$1.10万 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1,773,721 | $4,588.62万 | 0.06% | 21,498 | 加仓 |
| Clearstead Advisors, LLC | 930,943 | $2,408.35万 | 0.23% | 31,702 | 加仓 |
| HighTower Advisors, LLC | 728,112 | $1,883.63万 | 0.02% | 371,405 | 加仓 |
| COMMUNITY TRUST & INVESTMENT CO | 381,639 | $987.30万 | 0.51% | 198,355 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 367,091 | $949.66万 | 0.00% | 76,005 | 加仓 |
| Kathmere Capital Management, LLC | 351,990 | $910.60万 | 0.48% | -138,772 | 减仓 |
| LBMC INVESTMENT ADVISORS, LLC | 323,023 | $835.66万 | 0.45% | 53,879 | 加仓 |
| US BANCORP \DE\ | 310,037 | $802.07万 | 0.01% | 4,624 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 252,630 | $653.55万 | 0.00% | 85,534 | 加仓 |
| Praetorian Wealth Management, Inc. | 220,855 | $571.35万 | 0.99% | 6,617 | 加仓 |
| WELLS FARGO & COMPANY/MN | 218,763 | $565.94万 | 0.00% | 18,247 | 加仓 |
| JANE STREET GROUP, LLC | 209,528 | $542.05万 | 0.00% | 143,743 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 175,941 | $455.63万 | 0.03% | 13,190 | 加仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 155,512 | $402.31万 | 0.03% | 7,049 | 加仓 |
| NewEdge Advisors, LLC | 151,475 | $391.87万 | 0.01% | 31,352 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 151,422 | $391.73万 | 0.05% | 10,690 | 加仓 |
| CENTRAL TRUST Co | 142,579 | $368.85万 | 0.07% | -1,335 | 减仓 |
| Lido Advisors, LLC | 122,151 | $316.00万 | 0.01% | -2,447 | 减仓 |
| Cypress Point Wealth Management, LLC | 115,000 | $297.50万 | 0.61% | 0 | 不变 |
| LPL Financial LLC | 111,968 | $289.66万 | 0.00% | 26,968 | 加仓 |
| Summit Financial, LLC | 111,520 | $288.50万 | 0.03% | 4,818 | 加仓 |
| Quantum Financial Advisors, LLC | 110,543 | $285.97万 | 0.25% | -37,520 | 减仓 |
| ASSETMARK, INC | 105,906 | $273.98万 | 0.00% | 26,762 | 加仓 |
| UBS Group AG | 103,453 | $267.63万 | 0.00% | 42,688 | 加仓 |
| MORGAN STANLEY | 95,919 | $248.14万 | 0.00% | -12,418 | 减仓 |
| ROYAL BANK OF CANADA | 79,784 | $206.40万 | 0.00% | 5,264 | 加仓 |
| MML INVESTORS SERVICES, LLC | 74,015 | $191.48万 | 0.00% | 74,015 | 新建仓 |
| Kestra Advisory Services, LLC | 72,751 | $188.21万 | 0.01% | 2,568 | 加仓 |
| Ellis Investment Partners, LLC | 70,835 | $183.25万 | 0.28% | 19 | 加仓 |
| Hills Bank & Trust Co | 67,088 | $173.56万 | 0.07% | 52,486 | 加仓 |
| Atlantic Union Bankshares Corp | 63,752 | $164.93万 | 0.03% | 387 | 加仓 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 60,387 | $156.22万 | 0.63% | 936 | 加仓 |
| Focus Partners Wealth | 56,651 | $146.56万 | 0.00% | 14,461 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 55,850 | $144.48万 | 0.00% | 1,544 | 加仓 |
| Brookstone Capital Management | 53,321 | $137.94万 | 0.01% | 16,661 | 加仓 |
| SENTINEL PENSION ADVISORS, LLC | 53,112 | $136.98万 | 0.18% | 5,705 | 加仓 |
| Argo Wealth Advisory, LLC | 49,217 | $127.32万 | 0.70% | -816 | 减仓 |
| TRUE Private Wealth Advisors | 49,125 | $127.09万 | 0.11% | 21,224 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 48,557 | $125.62万 | 0.00% | 2,272 | 加仓 |
| GC Wealth Management RIA, LLC | 46,063 | $119.17万 | 0.07% | 1,971 | 加仓 |
| SPINNAKER TRUST | 45,362 | $117.35万 | 0.06% | 13,834 | 加仓 |
| Godshalk Welsh Capital Management, Inc. | 42,500 | $109.95万 | 0.60% | 10,500 | 加仓 |
| Sound View Wealth Advisors Group, LLC | 41,328 | $106.92万 | 0.07% | 398 | 加仓 |
| Cetera Investment Advisers | 39,734 | $102.79万 | 0.00% | 267 | 加仓 |
| Cyndeo Wealth Partners, LLC | 39,733 | $102.79万 | 0.05% | 15,074 | 加仓 |
| Jacobi Capital Management LLC | 36,417 | $94.21万 | 0.05% | 36,417 | 新建仓 |
| Sanctuary Advisors, LLC | 36,316 | $93.95万 | 0.00% | 158 | 加仓 |
| Newman Dignan & Sheerar, Inc. | 35,878 | $92.82万 | 0.18% | 24 | 加仓 |
| PFG Private Wealth Management, LLC | 35,714 | $92.39万 | 0.40% | -526 | 减仓 |
| Granite Harbor Advisors, Inc. | 35,256 | $91.21万 | 0.36% | 14,171 | 加仓 |
内部人交易(Form 4)
IBMS 董事、高管和大股东的最新买卖申报。专业版可看 🔒