IBTJ ISHARES TR
IBONDS 29 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 | 215 | 50,298,269 | $10.90亿 | 18 | 111 | 46 | 19 | $4,331.69万 |
| 2026Q1 | 218 | 49,143,962 | $10.75亿 | 22 | 118 | 39 | 6 | $1.85亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Financial Advisory Corp | 加仓 | $3,330.28万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,620.35万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $1,714.60万 |
| Heartwood Wealth Advisors LLC | 新建仓 | $958.90万 |
| PFG Private Wealth Management, LLC | 新建仓 | $923.92万 |
| BlackRock, Inc. | 加仓 | $875.49万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $811.81万 |
| HM PAYSON & CO | 加仓 | $801.33万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $600.96万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $587.94万 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 新建仓 | $549.25万 |
| Asset Advisors Investment Management, LLC | 加仓 | $421.83万 |
| Integrated Wealth Concepts LLC | 加仓 | $412.45万 |
| PARK AVENUE SECURITIES LLC | 加仓 | $394.94万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $311.16万 |
| Cypress Point Wealth Management, LLC | 新建仓 | $303.49万 |
| KINTRA WEALTH, LLC | 加仓 | $270.92万 |
| Independent Advisor Alliance | 加仓 | $251.46万 |
| Janney Montgomery Scott LLC | 加仓 | $206.49万 |
| LPL Financial LLC | 加仓 | $188.82万 |
2026Q1 卖出最多
| UBS Group AG | 减仓 | -$256.49万 |
| TRUE Private Wealth Advisors | 减仓 | -$245.80万 |
| CITADEL ADVISORS LLC | 重新持有 | -$196.98万 |
| Keeler Thomas Management LLC | 减仓 | -$178.68万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$122.91万 |
| FF Advisors,LLC | 减仓 | -$76.09万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$48.44万 |
| BIP Wealth, LLC | 减仓 | -$41.98万 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 减仓 | -$40.19万 |
| Denver PWM, LLC | 减仓 | -$38.97万 |
| Summit Wealth Partners, LLC | 减仓 | -$36.00万 |
| MORGAN STANLEY | 减仓 | -$35.76万 |
| ROYAL BANK OF CANADA | 减仓 | -$34.29万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$30.50万 |
| RFP Financial Group LLC | 清仓 | -$25.64万 |
| STAR Financial Bank | 减仓 | -$23.99万 |
| Lido Advisors, LLC | 清仓 | -$22.03万 |
| Bank of New York Mellon Corp | 清仓 | -$20.09万 |
| REBALANCE, LLC | 减仓 | -$19.94万 |
| EIGHT 31 FINANCIAL, LLC | 减仓 | -$17.00万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,383,735 | $7,391.09万 | 0.00% | -16,372 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 2,457,909 | $5,368.81万 | 0.00% | 269,167 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,336,938 | $5,104.57万 | 0.08% | 371,655 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,290,527 | $5,003.20万 | 0.01% | 275,129 | 加仓 |
| TRUE Private Wealth Advisors | 1,822,278 | $3,980.40万 | 3.79% | -112,531 | 减仓 |
| Brookstone Capital Management | 1,748,132 | $3,818.45万 | 0.44% | 19,679 | 加仓 |
| Financial Advisory Corp | 1,571,571 | $3,432.78万 | 4.77% | 1,524,642 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,571,533 | $3,432.70万 | 0.01% | 69,676 | 加仓 |
| Asset Advisors Investment Management, LLC | 1,238,117 | $2,704.42万 | 2.58% | 193,119 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,222,479 | $2,670.26万 | 0.01% | 1,199,628 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,197,930 | $2,614.89万 | 0.16% | 142,547 | 加仓 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,040,554 | $2,272.88万 | 1.99% | 39,934 | 加仓 |
| AMERIPRISE FINANCIAL INC | 994,258 | $2,171.79万 | 0.01% | 784,955 | 加仓 |
| STIFEL FINANCIAL CORP | 987,258 | $2,156.47万 | 0.02% | 32,701 | 加仓 |
| ATWOOD & PALMER INC | 944,974 | $2,064.11万 | 1.16% | 17,579 | 加仓 |
| UBS Group AG | 915,521 | $1,999.77万 | 0.00% | -117,424 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 835,319 | $1,824.59万 | 0.03% | -56,270 | 减仓 |
| BENJAMIN EDWARDS INC | 803,097 | $1,754.16万 | 0.17% | 51,443 | 加仓 |
| Journey Advisory Group, LLC | 797,733 | $1,742.49万 | 1.49% | 24,732 | 加仓 |
| HM PAYSON & CO | 771,542 | $1,685.28万 | 0.24% | 366,858 | 加仓 |
| CWM, LLC | 756,665 | $1,652.78万 | 0.04% | 45,942 | 加仓 |
| BlackRock, Inc. | 691,063 | $1,509.49万 | 0.00% | 400,809 | 加仓 |
| Denver PWM, LLC | 672,520 | $1,461.72万 | 4.98% | -17,928 | 减仓 |
| LPL Financial LLC | 616,659 | $1,346.97万 | 0.00% | 86,442 | 加仓 |
| MKT Advisors LLC | 612,479 | $1,333.67万 | 4.47% | 14,676 | 加仓 |
| Wealth Management Strategies, Inc. | 542,615 | $1,185.23万 | 5.36% | 30,300 | 加仓 |
| Legacy Private Trust Co. | 537,250 | $1,173.52万 | 0.72% | 12,884 | 加仓 |
| Krilogy Financial LLC | 521,117 | $1,137.34万 | 0.36% | 24,018 | 加仓 |
| Stratos Wealth Partners, LTD. | 517,913 | $1,131.28万 | 0.13% | 22,170 | 加仓 |
| Probity Advisors, Inc. | 485,542 | $1,060.57万 | 1.68% | 48,156 | 加仓 |
| SHELTON WEALTH MANAGEMENT, LLC | 466,897 | $1,019.84万 | 4.46% | 69,236 | 加仓 |
| NewEdge Advisors, LLC | 454,037 | $991.75万 | 0.04% | 27,825 | 加仓 |
| Heartwood Wealth Advisors LLC | 438,998 | $958.90万 | 0.84% | 438,998 | 新建仓 |
| PARK AVENUE SECURITIES LLC | 436,570 | $953.60万 | 0.07% | 180,809 | 加仓 |
| Waycross Investment Management Co | 435,914 | $952.17万 | 9.09% | 11,054 | 加仓 |
| EIGHT 31 FINANCIAL, LLC | 424,929 | $928.17万 | 5.61% | -7,784 | 减仓 |
| PFG Private Wealth Management, LLC | 393,879 | $923.92万 | 3.92% | 393,879 | 新建仓 |
| Robertson Stephens Wealth Management, LLC | 361,685 | $790.03万 | 0.22% | 13,557 | 加仓 |
| D.A. DAVIDSON & CO. | 359,420 | $785.08万 | 0.05% | 20,615 | 加仓 |
| Integrated Wealth Concepts LLC | 343,944 | $751.28万 | 0.06% | 188,824 | 加仓 |
| SPRENG CAPITAL MANAGEMENT, INC. | 323,272 | $706.12万 | 3.33% | 29,370 | 加仓 |
| FORONJY FINANCIAL LLC | 296,824 | $648.35万 | 2.70% | 7,477 | 加仓 |
| FAGAN ASSOCIATES, INC. | 292,849 | $639.67万 | 0.89% | -3,439 | 减仓 |
| OSAIC HOLDINGS, INC. | 288,490 | $630.34万 | 0.01% | -13,957 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 275,211 | $601.14万 | 0.00% | 45,169 | 加仓 |
| CENTRAL TRUST Co | 262,196 | $572.71万 | 0.11% | 6,129 | 加仓 |
| Janney Montgomery Scott LLC | 254,141 | $555.10万 | 0.01% | 94,538 | 加仓 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 236,137 | $549.25万 | 1.44% | 236,137 | 新建仓 |
| Stockman Wealth Management, Inc. | 247,906 | $541.50万 | 0.60% | 24,189 | 加仓 |
| REBALANCE, LLC | 246,692 | $538.85万 | 0.31% | -9,130 | 减仓 |
内部人交易（Form 4）
IBTJ 董事、高管和大股东的最新买卖申报。专业版可看 🔒