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 🔒 | ||||||||
2026Q1 买入最多
| COMMUNITY TRUST & INVESTMENT CO | 新建仓 | $473.42万 |
| ENVESTNET ASSET MANAGEMENT INC | 重新持有 | $351.02万 |
| Lido Advisors, LLC | 新建仓 | $321.84万 |
| HighTower Advisors, LLC | 加仓 | $215.64万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $165.81万 |
| LBMC INVESTMENT ADVISORS, LLC | 加仓 | $163.64万 |
| Praetorian Wealth Management, Inc. | 加仓 | $126.18万 |
| SENTINEL PENSION ADVISORS, LLC | 新建仓 | $122.45万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $118.98万 |
| LPL Financial LLC | 加仓 | $115.85万 |
| FLOW TRADERS U.S. LLC | 重新持有 | $114.15万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 加仓 | $94.62万 |
| Quantum Financial Advisors, LLC | 加仓 | $94.30万 |
| US BANCORP \DE\ | 加仓 | $90.54万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $89.32万 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 加仓 | $85.27万 |
| MORGAN STANLEY | 加仓 | $71.54万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $69.06万 |
| ASSETMARK, INC | 加仓 | $64.14万 |
| Cyndeo Wealth Partners, LLC | 新建仓 | $63.69万 |
2026Q1 卖出最多
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$310.26万 |
| JANE STREET GROUP, LLC | 减仓 | -$306.94万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$113.98万 |
| NESTEGG ADVISORS, INC. | 减仓 | -$50.23万 |
| Summit Financial, LLC | 减仓 | -$48.00万 |
| MassMutual Private Wealth & Trust, FSB | 清仓 | -$25.09万 |
| Kathmere Capital Management, LLC | 减仓 | -$24.24万 |
| NewEdge Advisors, LLC | 减仓 | -$18.45万 |
| MOSELEY INVESTMENT MANAGEMENT INC | 减仓 | -$14.31万 |
| Capital Investment Advisors, LLC | 减仓 | -$8.28万 |
| CFS Investment Advisory Services, LLC | 减仓 | -$4.56万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$3.65万 |
| Foundry Financial Group, Inc. | 减仓 | -$2.08万 |
| Argo Wealth Advisory, LLC | 减仓 | -$775 |
| Sound Income Strategies, LLC | 清仓 | -$761 |
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 | 1,752,223 | $4,525.99万 | 0.07% | -120,118 | 减仓 |
| Clearstead Advisors, LLC | 899,241 | $2,322.74万 | 0.21% | 21,993 | 加仓 |
| Kathmere Capital Management, LLC | 490,762 | $1,267.64万 | 0.78% | -9,383 | 减仓 |
| HighTower Advisors, LLC | 356,707 | $921.38万 | 0.01% | 83,485 | 加仓 |
| US BANCORP \DE\ | 305,413 | $788.88万 | 0.01% | 35,054 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 291,086 | $751.88万 | 0.00% | 64,192 | 加仓 |
| LBMC INVESTMENT ADVISORS, LLC | 269,144 | $695.20万 | 0.42% | 63,353 | 加仓 |
| Praetorian Wealth Management, Inc. | 214,238 | $555.09万 | 1.05% | 48,698 | 加仓 |
| WELLS FARGO & COMPANY/MN | 200,516 | $517.93万 | 0.00% | 34,579 | 加仓 |
| COMMUNITY TRUST & INVESTMENT CO | 183,284 | $473.42万 | 0.26% | 183,284 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 167,096 | $431.61万 | 0.00% | 135,894 | 重新持有 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 162,751 | $419.94万 | 0.03% | 46,110 | 加仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 148,463 | $383.48万 | 0.05% | 7,585 | 加仓 |
| Quantum Financial Advisors, LLC | 148,063 | $382.45万 | 0.38% | 36,506 | 加仓 |
| CENTRAL TRUST Co | 143,914 | $371.73万 | 0.07% | 11,166 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 140,732 | $363.51万 | 0.05% | 36,633 | 加仓 |
| Lido Advisors, LLC | 124,598 | $321.84万 | 0.01% | 124,598 | 新建仓 |
| NewEdge Advisors, LLC | 120,123 | $310.28万 | 0.01% | -7,142 | 减仓 |
| Cypress Point Wealth Management, LLC | 115,000 | $297.05万 | 0.64% | 0 | 不变 |
| MOSELEY INVESTMENT MANAGEMENT INC | 114,593 | $295.99万 | 0.94% | -5,542 | 减仓 |
| MORGAN STANLEY | 108,337 | $279.83万 | 0.00% | 27,696 | 加仓 |
| Summit Financial, LLC | 106,702 | $275.61万 | 0.04% | -18,583 | 减仓 |
| LPL Financial LLC | 85,000 | $219.55万 | 0.00% | 44,852 | 加仓 |
| ASSETMARK, INC | 79,144 | $204.43万 | 0.00% | 24,832 | 加仓 |
| ROYAL BANK OF CANADA | 74,520 | $192.50万 | 0.00% | 12,282 | 加仓 |
| Ellis Investment Partners, LLC | 70,816 | $182.92万 | 0.32% | 2,396 | 加仓 |
| Kestra Advisory Services, LLC | 70,183 | $181.28万 | 0.01% | 10,565 | 加仓 |
| JANE STREET GROUP, LLC | 65,785 | $169.92万 | 0.00% | -118,831 | 减仓 |
| Atlantic Union Bankshares Corp | 63,365 | $163.67万 | 0.03% | 953 | 加仓 |
| UBS Group AG | 60,765 | $156.96万 | 0.00% | 21,017 | 加仓 |
| NESTEGG ADVISORS, INC. | 59,762 | $154.37万 | 1.36% | -19,445 | 减仓 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 59,451 | $153.56万 | 0.73% | 33,010 | 加仓 |
| FLOW TRADERS U.S. LLC | 55,377 | $143.00万 | 0.05% | 44,204 | 重新持有 |
| RAYMOND JAMES FINANCIAL INC | 54,306 | $140.27万 | 0.00% | 5,228 | 加仓 |
| Argo Wealth Advisory, LLC | 50,033 | $129.24万 | 0.76% | -30 | 减仓 |
| SENTINEL PENSION ADVISORS, LLC | 47,407 | $122.45万 | 0.18% | 47,407 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46,285 | $119.55万 | 0.00% | 26,737 | 加仓 |
| GC Wealth Management RIA, LLC | 44,092 | $113.89万 | 0.05% | 2,688 | 加仓 |
| Aspen Wealth Management LLC | 42,421 | $109.57万 | 0.22% | 0 | 不变 |
| Focus Partners Wealth | 42,190 | $108.98万 | 0.00% | 9,973 | 加仓 |
| Sound View Wealth Advisors Group, LLC | 40,930 | $105.72万 | 0.07% | 2,596 | 加仓 |
| Cetera Investment Advisers | 39,467 | $101.94万 | 0.00% | 2,772 | 加仓 |
| Brookstone Capital Management | 36,660 | $94.69万 | 0.01% | 5,100 | 加仓 |
| PFG Private Wealth Management, LLC | 36,240 | $93.61万 | 0.40% | 16,120 | 加仓 |
| Sanctuary Advisors, LLC | 36,158 | $93.40万 | 0.01% | 105 | 加仓 |
| Newman Dignan & Sheerar, Inc. | 35,854 | $92.61万 | 0.19% | 16 | 加仓 |
| Capital Investment Advisors, LLC | 32,990 | $85.21万 | 0.01% | -3,206 | 减仓 |
| Godshalk Welsh Capital Management, Inc. | 32,000 | $82.66万 | 0.48% | 3,900 | 加仓 |
| SPINNAKER TRUST | 31,528 | $81.44万 | 0.05% | 8,345 | 加仓 |
| Valmark Advisers, Inc. | 29,551 | $76.33万 | 0.01% | 2,193 | 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 🔒