IBTG ISHARES TR
IBONDS 26 TRM TS
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 | 318 | 82,522,778 | $18.89亿 | 19 | 116 | 113 | 22 | $796.32万 |
| 2026Q1 | 324 | 83,471,158 | $19.13亿 | 28 | 128 | 106 | 17 | -$3,667.48万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,649.94万 |
| Wealthspire Advisors, LLC | 加仓 | $1,989.47万 |
| Connecticut Wealth Management, LLC | 加仓 | $1,082.35万 |
| BlackRock, Inc. | 加仓 | $877.98万 |
| OneAscent Financial Services LLC | 重新持有 | $450.96万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $411.25万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $397.92万 |
| Independent Advisor Alliance | 重新持有 | $355.47万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $353.85万 |
| Mesirow Financial Investment Management, Inc. | 加仓 | $348.96万 |
| TITLEIST ASSET MANAGEMENT, LLC | 加仓 | $347.11万 |
| LPL Financial LLC | 加仓 | $332.31万 |
| Integrated Wealth Concepts LLC | 加仓 | $292.55万 |
| Delta Wealth Advisors LLC | 加仓 | $282.51万 |
| NewEdge Advisors, LLC | 加仓 | $254.30万 |
| CWM, LLC | 加仓 | $245.64万 |
| MORGAN STANLEY | 加仓 | $238.70万 |
| Crestmont Private Wealth LLC | 新建仓 | $215.16万 |
| MOULTON WEALTH MANAGEMENT, INC | 新建仓 | $212.81万 |
| Scissortail Wealth Management, LLC | 加仓 | $199.37万 |
2026Q1 卖出最多
| BAILARD, INC. | 减仓 | -$2,791.11万 |
| Apollon Wealth Management, LLC | 减仓 | -$2,430.78万 |
| Stratos Wealth Advisors, LLC | 减仓 | -$1,952.42万 |
| Heartwood Wealth Advisors LLC | 减仓 | -$1,587.97万 |
| HM PAYSON & CO | 减仓 | -$1,491.06万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,327.86万 |
| Cornerstone Planning, LLC | 清仓 | -$933.94万 |
| SHELTON WEALTH MANAGEMENT, LLC | 清仓 | -$860.13万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$730.81万 |
| Prospera Financial Services Inc | 减仓 | -$454.36万 |
| NorthCoast Asset Management LLC | 减仓 | -$380.41万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$338.38万 |
| Denver PWM, LLC | 减仓 | -$256.54万 |
| Eldridge Investment Advisors, Inc. | 减仓 | -$248.16万 |
| Investor's Fiduciary Advisor Network, LLC | 清仓 | -$237.70万 |
| Juno Financial Group LLC | 减仓 | -$218.38万 |
| BOSTON FAMILY OFFICE LLC | 减仓 | -$215.96万 |
| Probity Advisors, Inc. | 减仓 | -$193.12万 |
| KOM Wealth Management Group, LLC | 减仓 | -$188.03万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$183.02万 |
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 |
|---|---|---|---|---|---|
| HM PAYSON & CO | 5,908,223 | $1.35亿 | 1.95% | -650,692 | 减仓 |
| NorthCoast Asset Management LLC | 4,548,891 | $1.04亿 | 2.42% | -166,007 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 4,153,434 | $9,517.59万 | 0.01% | 179,468 | 加仓 |
| MORGAN STANLEY | 4,079,412 | $9,347.97万 | 0.01% | 104,168 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,523,496 | $5,782.59万 | 0.09% | -318,921 | 减仓 |
| Capital Investment Advisors, LLC | 2,485,262 | $5,694.98万 | 0.83% | -3,613 | 减仓 |
| LPL Financial LLC | 2,394,873 | $5,487.85万 | 0.01% | 145,020 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,364,114 | $5,417.37万 | 0.01% | -147,667 | 减仓 |
| NewEdge Advisors, LLC | 1,928,881 | $4,420.03万 | 0.16% | 110,974 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,859,979 | $4,261.40万 | 0.26% | 173,679 | 加仓 |
| Connecticut Wealth Management, LLC | 1,799,794 | $4,124.23万 | 1.73% | 472,331 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,690,530 | $3,873.85万 | 0.01% | -579,471 | 减仓 |
| UBS Group AG | 1,606,656 | $3,681.65万 | 0.01% | 20,832 | 加仓 |
| BAILARD, INC. | 1,606,184 | $3,680.57万 | 0.85% | -1,218,026 | 减仓 |
| Financial Advisory Corp | 1,602,548 | $3,672.24万 | 5.10% | -21,716 | 减仓 |
| Integrated Wealth Concepts LLC | 1,595,643 | $3,656.41万 | 0.29% | 127,666 | 加仓 |
| SUMMITRY LLC | 1,529,668 | $3,505.23万 | 1.24% | 6,953 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,365,037 | $3,127.98万 | 0.01% | 1,156,422 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,140,456 | $2,613.36万 | 0.38% | 81,236 | 加仓 |
| Wealthspire Advisors, LLC | 1,024,244 | $2,347.06万 | 0.18% | 868,197 | 加仓 |
| Krilogy Financial LLC | 920,103 | $2,104.74万 | 0.67% | 52,720 | 加仓 |
| OneAscent Financial Services LLC | 906,070 | $2,076.26万 | 1.12% | 196,795 | 重新持有 |
| Horizon Advisory Services, Inc. | 878,276 | $2,012.57万 | 10.30% | 17,793 | 加仓 |
| MOSELEY INVESTMENT MANAGEMENT INC | 842,161 | $1,929.81万 | 6.15% | 19,306 | 加仓 |
| Carnegie Investment Counsel | 842,147 | $1,929.78万 | 0.38% | -34,992 | 减仓 |
| Apella Capital, LLC | 776,694 | $1,777.46万 | 0.26% | 9,767 | 加仓 |
| MKT Advisors LLC | 777,651 | $1,776.93万 | 5.96% | 22,335 | 加仓 |
| OSAIC HOLDINGS, INC. | 767,846 | $1,760.33万 | 0.03% | -21,351 | 减仓 |
| MV CAPITAL MANAGEMENT, INC. | 695,613 | $1,594.00万 | 1.56% | 36,012 | 加仓 |
| Stratos Wealth Partners, LTD. | 694,323 | $1,591.04万 | 0.18% | 19,028 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 671,388 | $1,538.49万 | 0.01% | 46,638 | 加仓 |
| CWM, LLC | 669,629 | $1,534.45万 | 0.04% | 107,195 | 加仓 |
| Denver PWM, LLC | 668,784 | $1,529.17万 | 5.21% | -112,199 | 减仓 |
| BlackRock, Inc. | 660,616 | $1,513.80万 | 0.00% | 383,148 | 加仓 |
| Focus Partners Wealth | 640,159 | $1,466.93万 | 0.02% | 51,751 | 加仓 |
| Delta Wealth Advisors LLC | 615,926 | $1,411.39万 | 10.74% | 123,288 | 加仓 |
| Scissortail Wealth Management, LLC | 613,073 | $1,404.86万 | 2.82% | 87,006 | 加仓 |
| Stratos Wealth Advisors, LLC | 601,818 | $1,379.07万 | 0.85% | -852,028 | 减仓 |
| BIP Wealth, LLC | 530,035 | $1,214.58万 | 0.49% | 68,125 | 加仓 |
| Baird Financial Group, Inc. | 529,198 | $1,212.66万 | 0.02% | 71,872 | 加仓 |
| Wealth Management Strategies, Inc. | 515,825 | $1,182.01万 | 5.35% | -2,273 | 减仓 |
| ROYAL BANK OF CANADA | 492,933 | $1,129.50万 | 0.00% | -26,332 | 减仓 |
| Sound View Wealth Advisors Group, LLC | 491,869 | $1,127.12万 | 0.77% | -2,574 | 减仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 486,109 | $1,113.92万 | 0.84% | 151,478 | 加仓 |
| Baltimore-Washington Financial Advisors, Inc. | 485,330 | $1,112.13万 | 0.48% | 33,583 | 加仓 |
| Asset Advisors Investment Management, LLC | 484,205 | $1,109.56万 | 1.06% | 10,066 | 加仓 |
| CreativeOne Wealth, LLC | 476,200 | $1,091.21万 | 0.25% | 27,775 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 473,377 | $1,084.74万 | 0.02% | -58,718 | 减仓 |
| STIFEL FINANCIAL CORP | 454,690 | $1,041.92万 | 0.01% | 8,061 | 加仓 |
| Sanctuary Advisors, LLC | 427,655 | $979.97万 | 0.05% | 7,870 | 加仓 |
内部人交易（Form 4）
IBTG 董事、高管和大股东的最新买卖申报。专业版可看 🔒