IBTI ISHARES TR
IBONDS 28 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 | 258 | 66,737,824 | $14.77亿 | 22 | 148 | 45 | 14 | $1.45亿 |
| 2026Q1 | 252 | 61,620,778 | $13.73亿 | 29 | 145 | 44 | 10 | $2.29亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BAILARD, INC. | 新建仓 | $3,034.84万 |
| Heartwood Wealth Advisors LLC | 新建仓 | $2,878.72万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,628.44万 |
| OneAscent Financial Services LLC | 新建仓 | $1,684.06万 |
| HM PAYSON & CO | 加仓 | $955.73万 |
| BlackRock, Inc. | 加仓 | $875.68万 |
| UBS Group AG | 加仓 | $864.13万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $709.64万 |
| OAK FAMILY ADVISORS, LLC | 新建仓 | $610.73万 |
| TITLEIST ASSET MANAGEMENT, LLC | 加仓 | $574.58万 |
| Financial Advisory Corp | 加仓 | $563.26万 |
| Integrated Wealth Concepts LLC | 加仓 | $493.57万 |
| Independent Advisor Alliance | 加仓 | $489.48万 |
| Focus Partners Wealth | 加仓 | $433.12万 |
| ROYAL BANK OF CANADA | 加仓 | $426.60万 |
| LPL Financial LLC | 加仓 | $419.65万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $417.83万 |
| Old Port Advisors | 加仓 | $310.86万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $305.62万 |
| Cornerstone Planning, LLC | 新建仓 | $304.45万 |
2026Q1 卖出最多
| Probity Advisors, Inc. | 减仓 | -$364.91万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$231.20万 |
| Denver PWM, LLC | 减仓 | -$187.39万 |
| CITADEL ADVISORS LLC | 重新持有 | -$111.20万 |
| Keeler Thomas Management LLC | 减仓 | -$72.13万 |
| MORGAN STANLEY | 减仓 | -$72.09万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$64.75万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$52.38万 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 减仓 | -$51.16万 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 减仓 | -$40.11万 |
| STAR Financial Bank | 清仓 | -$34.56万 |
| Brookstone Capital Management | 减仓 | -$32.62万 |
| Leo Wealth, LLC | 减仓 | -$27.78万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$26.85万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$26.15万 |
| RFP Financial Group LLC | 清仓 | -$26.08万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$22.20万 |
| Cyr Financial Inc. | 清仓 | -$21.21万 |
| TRANSCEND CAPITAL ADVISORS, LLC | 减仓 | -$20.95万 |
| PRIVATE MANAGEMENT GROUP INC | 清仓 | -$20.16万 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 3,421,445 | $7,624.01万 | 0.09% | 194,372 | 加仓 |
| MORGAN STANLEY | 3,418,717 | $7,617.93万 | 0.00% | -32,353 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,039,168 | $6,772.18万 | 0.01% | 187,512 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,726,336 | $6,075.10万 | 0.00% | 73,304 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,405,511 | $5,360.20万 | 0.08% | 133,909 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,947,621 | $4,339.88万 | 0.01% | 86,455 | 加仓 |
| UBS Group AG | 1,410,375 | $3,142.74万 | 0.00% | 387,797 | 加仓 |
| BAILARD, INC. | 1,361,953 | $3,034.84万 | 0.70% | 1,361,953 | 新建仓 |
| Brookstone Capital Management | 1,354,916 | $3,019.16万 | 0.35% | -14,637 | 减仓 |
| Heartwood Wealth Advisors LLC | 1,291,891 | $2,878.72万 | 2.51% | 1,291,891 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,270,377 | $2,830.78万 | 0.01% | 1,179,570 | 加仓 |
| Financial Advisory Corp | 1,234,618 | $2,751.10万 | 3.82% | 252,776 | 加仓 |
| Asset Advisors Investment Management, LLC | 1,213,245 | $2,703.47万 | 2.58% | 60,635 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,181,634 | $2,631.72万 | 0.16% | 137,223 | 加仓 |
| HM PAYSON & CO | 1,047,861 | $2,334.95万 | 0.34% | 428,905 | 加仓 |
| LPL Financial LLC | 1,040,991 | $2,319.64万 | 0.01% | 188,327 | 加仓 |
| Stratos Wealth Partners, LTD. | 1,013,803 | $2,259.06万 | 0.26% | 36,830 | 加仓 |
| ATWOOD & PALMER INC | 943,410 | $2,102.20万 | 1.19% | 19,318 | 加仓 |
| ROYAL BANK OF CANADA | 940,676 | $2,096.10万 | 0.00% | 191,447 | 加仓 |
| Horizon Advisory Services, Inc. | 901,221 | $2,008.19万 | 10.28% | 19,766 | 加仓 |
| Journey Advisory Group, LLC | 870,420 | $1,939.56万 | 1.65% | 24,541 | 加仓 |
| Integrated Wealth Concepts LLC | 809,948 | $1,804.81万 | 0.14% | 221,499 | 加仓 |
| AMERIPRISE FINANCIAL INC | 802,850 | $1,788.99万 | 0.00% | 318,466 | 加仓 |
| MKT Advisors LLC | 802,813 | $1,783.96万 | 5.98% | 18,508 | 加仓 |
| Baltimore-Washington Financial Advisors, Inc. | 791,726 | $1,764.20万 | 0.76% | 75,702 | 加仓 |
| OneAscent Financial Services LLC | 755,760 | $1,684.06万 | 0.91% | 755,760 | 新建仓 |
| CWM, LLC | 750,303 | $1,671.90万 | 0.04% | 44,750 | 加仓 |
| MOSELEY INVESTMENT MANAGEMENT INC | 720,119 | $1,604.64万 | 5.11% | 15,923 | 加仓 |
| BlackRock, Inc. | 677,535 | $1,509.75万 | 0.00% | 392,979 | 加仓 |
| Denver PWM, LLC | 665,587 | $1,477.27万 | 5.04% | -84,429 | 减仓 |
| Krilogy Financial LLC | 598,916 | $1,333.19万 | 0.42% | 26,103 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 575,054 | $1,281.39万 | 0.02% | -11,736 | 减仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 558,845 | $1,245.27万 | 0.94% | 257,858 | 加仓 |
| STIFEL FINANCIAL CORP | 554,901 | $1,236.49万 | 0.01% | -1,757 | 减仓 |
| Legacy Private Trust Co. | 548,089 | $1,221.31万 | 0.75% | -208 | 减仓 |
| Steward Partners Investment Advisory, LLC | 546,818 | $1,218.47万 | 0.06% | 9,978 | 加仓 |
| Scissortail Wealth Management, LLC | 518,193 | $1,154.69万 | 2.32% | 66,811 | 加仓 |
| Trust Co | 508,964 | $1,134.12万 | 1.06% | 5,249 | 加仓 |
| Wealth Management Strategies, Inc. | 475,579 | $1,059.73万 | 4.79% | 18,981 | 加仓 |
| SHELTON WEALTH MANAGEMENT, LLC | 458,432 | $1,021.52万 | 4.47% | 68,855 | 加仓 |
| MV CAPITAL MANAGEMENT, INC. | 417,856 | $931.11万 | 0.91% | 120,783 | 加仓 |
| EIGHT 31 FINANCIAL, LLC | 417,173 | $929.59万 | 5.61% | -7,749 | 减仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 387,821 | $864.18万 | 0.13% | 77,602 | 加仓 |
| OSAIC HOLDINGS, INC. | 385,037 | $858.30万 | 0.01% | 36,530 | 加仓 |
| Snowden Capital Advisors LLC | 382,400 | $852.10万 | 0.23% | -2,389 | 减仓 |
| NewEdge Advisors, LLC | 349,996 | $779.90万 | 0.03% | 14,264 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 324,307 | $722.66万 | 0.00% | 85,929 | 加仓 |
| Northstar Group, Inc. | 323,298 | $720.40万 | 1.02% | 22,425 | 加仓 |
| D.A. DAVIDSON & CO. | 309,673 | $690.04万 | 0.04% | 16,163 | 加仓 |
| Financial Engines Advisors L.L.C. | 306,134 | $682.16万 | 0.01% | 7,307 | 加仓 |
内部人交易（Form 4）
IBTI 董事、高管和大股东的最新买卖申报。专业版可看 🔒