13F 机构持仓

IBTJ ISHARES TR

IBONDS 29 TRM TS

持有机构数2152026Q2
26Q126Q2
机构合计持股(股)50,298,2692026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q221550,298,269$10.90亿 181114619$4,331.69万
2026Q121849,143,962$10.75亿 22118396$1.85亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Arax Advisory Partners新建仓$1,692.84万
Integrated Wealth Concepts LLC加仓$1,250.26万
Merit Financial Group, LLC加仓$1,234.46万
BlackRock, Inc.加仓$1,146.91万
ES4, LLC新建仓$1,060.55万
MCF Advisors LLC加仓$996.84万
BANK OF AMERICA CORP /DE/加仓$661.41万
MERCER GLOBAL ADVISORS INC /ADV加仓$527.51万
HM PAYSON & CO加仓$410.34万
Portland Global Advisors LLC新建仓$387.40万
Asset Advisors Investment Management, LLC加仓$222.12万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$163.85万
HENGEHOLD CAPITAL MANAGEMENT LLC加仓$161.06万
ENVESTNET ASSET MANAGEMENT INC加仓$158.03万
MORGAN STANLEY加仓$141.59万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$107.59万
MKT Advisors LLC加仓$106.29万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$105.69万
NewEdge Advisors, LLC加仓$99.46万
Probity Advisors, Inc.加仓$97.31万

2026Q2 卖出最多

BENJAMIN EDWARDS INC减仓-$1,667.08万
STIFEL FINANCIAL CORP减仓-$1,539.93万
WELLS FARGO & COMPANY/MN减仓-$1,134.54万
PFG Private Wealth Management, LLC清仓-$923.92万
DROMS STRAUSS ADVISORS INC /MO/ /ADV清仓-$549.25万
CONFLUENCE INVESTMENT MANAGEMENT LLC清仓-$400.32万
TRUE Private Wealth Advisors减仓-$329.75万
Cypress Point Wealth Management, LLC清仓-$303.49万
RAYMOND JAMES FINANCIAL INC减仓-$296.04万
KINTRA WEALTH, LLC减仓-$252.57万
BIP Wealth, LLC减仓-$232.42万
Independent Advisor Alliance减仓-$227.94万
FF Advisors,LLC清仓-$103.20万
Brookstone Capital Management减仓-$102.37万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$96.65万
PARK AVENUE SECURITIES LLC减仓-$87.59万
HighTower Advisors, LLC减仓-$82.31万
EVEXIA WEALTH LLC清仓-$77.34万
Tower Research Capital LLC (TRC)清仓-$74.34万
CAPTRUST FINANCIAL ADVISORS减仓-$55.07万

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
MORGAN STANLEY3,449,133$7,467.37万0.00%65,398加仓
BANK OF AMERICA CORP /DE/2,763,412$5,982.79万0.00%305,503加仓
MERCER GLOBAL ADVISORS INC /ADV2,580,593$5,586.98万0.07%243,655加仓
WELLS FARGO & COMPANY/MN1,766,489$3,824.45万0.01%-524,038减仓
Brookstone Capital Management1,700,849$3,682.34万0.37%-47,283减仓
TRUE Private Wealth Advisors1,669,970$3,615.48万3.12%-152,308减仓
Financial Advisory Corp1,598,459$3,460.66万4.59%26,888加仓
RAYMOND JAMES FINANCIAL INC1,434,792$3,106.32万0.01%-136,741减仓
Asset Advisors Investment Management, LLC1,340,715$2,902.65万2.66%102,598加仓
ENVESTNET ASSET MANAGEMENT INC1,295,472$2,804.70万0.01%72,993加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,273,661$2,755.66万0.15%75,731加仓
BlackRock, Inc.1,220,815$2,643.06万0.00%529,752加仓
HENGEHOLD CAPITAL MANAGEMENT LLC1,114,945$2,413.86万1.87%74,391加仓
AMERIPRISE FINANCIAL INC1,039,013$2,248.23万0.00%44,755加仓
HM PAYSON & CO961,074$2,080.72万0.28%189,532加仓
ATWOOD & PALMER INC958,727$2,075.64万1.11%13,753加仓
UBS Group AG937,678$2,030.07万0.00%22,157加仓
Integrated Wealth Concepts LLC921,429$1,994.90万0.10%577,485加仓
Journey Advisory Group, LLC808,737$1,750.92万1.34%11,004加仓
COMMONWEALTH EQUITY SERVICES, LLC790,679$1,711.82万0.02%-44,640减仓
Arax Advisory Partners781,914$1,692.84万0.11%781,914新建仓
Denver PWM, LLC685,352$1,478.65万4.84%12,832加仓
MKT Advisors LLC661,757$1,427.41万4.44%49,278加仓
LPL Financial LLC640,840$1,387.42万0.00%24,181加仓
Merit Financial Group, LLC588,260$1,273.58万0.08%570,188加仓
Wealth Management Strategies, Inc.577,575$1,250.45万4.89%34,960加仓
Krilogy Financial LLC562,283$1,217.34万0.36%41,166加仓
Legacy Private Trust Co.555,562$1,202.79万0.67%18,312加仓
Stratos Wealth Partners, LTD.533,453$1,154.93万0.12%15,540加仓
Probity Advisors, Inc.530,491$1,148.51万1.64%44,949加仓
SHELTON WEALTH MANAGEMENT, LLC501,211$1,085.12万4.26%34,314加仓
NewEdge Advisors, LLC499,976$1,082.45万0.03%45,939加仓
ES4, LLC457,923$1,060.55万5.57%457,923新建仓
MCF Advisors LLC431,897$999.93万0.36%430,563加仓
Heartwood Wealth Advisors LLC446,254$966.14万0.75%7,256加仓
Waycross Investment Management Co443,173$959.47万7.31%7,259加仓
EIGHT 31 FINANCIAL, LLC436,563$945.16万5.62%11,634加仓
PARK AVENUE SECURITIES LLC396,112$857.60万0.05%-40,458减仓
D.A. DAVIDSON & CO.382,798$828.76万0.05%23,378加仓
Robertson Stephens Wealth Management, LLC373,145$807.86万0.20%11,460加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO324,028$701.52万0.00%48,817加仓
SPRENG CAPITAL MANAGEMENT, INC.322,517$698.25万2.54%-755减仓
FORONJY FINANCIAL LLC315,571$683.21万2.51%18,747加仓
FAGAN ASSOCIATES, INC.294,216$636.98万0.78%1,367加仓
OSAIC HOLDINGS, INC.290,713$629.76万0.01%2,223加仓
STIFEL FINANCIAL CORP275,978$597.50万0.00%-711,280减仓
CENTRAL TRUST Co274,945$595.26万0.11%12,749加仓
REBALANCE, LLC270,435$585.49万0.31%23,743加仓
Janney Montgomery Scott LLC263,619$570.70万0.01%9,478加仓
Baird Financial Group, Inc.259,495$561.81万0.01%26,699加仓

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