13F 机构持仓

IBTK ISHARES TR

IBOND DEC 2030

持有机构数1742026Q2
26Q126Q2
机构合计持股(股)37,351,6602026Q2
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
2026Q217437,351,660$7.30亿 20972814$5,459.03万
2026Q117435,502,409$7.00亿 1895299$1.44亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$2,460.76万
MERCER GLOBAL ADVISORS INC /ADV加仓$1,662.50万
Denver PWM, LLC新建仓$1,363.69万
WELLS FARGO & COMPANY/MN加仓$1,137.70万
Heartwood Wealth Advisors LLC新建仓$957.86万
BlackRock, Inc.加仓$873.26万
HM PAYSON & CO加仓$839.38万
AMERIPRISE FINANCIAL INC加仓$834.00万
BAILARD, INC.加仓$673.94万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$615.47万
MORGAN STANLEY加仓$579.81万
LPL Financial LLC加仓$280.58万
BANK OF AMERICA CORP /DE/加仓$244.71万
COMMONWEALTH EQUITY SERVICES, LLC加仓$216.23万
UBS Group AG加仓$209.00万
RAYMOND JAMES FINANCIAL INC加仓$157.84万
CITADEL ADVISORS LLC加仓$153.23万
SHELTON WEALTH MANAGEMENT, LLC加仓$148.63万
Janney Montgomery Scott LLC加仓$142.72万
TITLEIST ASSET MANAGEMENT, LLC加仓$141.14万

2026Q1 卖出最多

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$382.83万
Tower Research Capital LLC (TRC)清仓-$241.43万
Belpointe Asset Management LLC减仓-$111.55万
FLOW TRADERS U.S. LLC清仓-$91.80万
Keeler Thomas Management LLC减仓-$82.02万
GOLDMAN SACHS GROUP INC清仓-$81.82万
MML INVESTORS SERVICES, LLC减仓-$80.56万
FF Advisors,LLC减仓-$77.69万
Legacy Private Trust Co.减仓-$73.60万
Walleye Partners, LLC清仓-$57.13万
FIRST NATIONAL BANK OF OMAHA减仓-$46.59万
CENTRAL TRUST Co减仓-$46.33万
BIP Wealth, LLC减仓-$44.84万
STAR Financial Bank清仓-$33.92万
SMITHBRIDGE ASSET MANAGEMENT INC/DE减仓-$29.58万
JANE STREET GROUP, LLC减仓-$26.94万
CONFLUENCE INVESTMENT MANAGEMENT LLC减仓-$22.10万
PRIVATE MANAGEMENT GROUP INC清仓-$19.91万
EIGHT 31 FINANCIAL, LLC减仓-$15.62万
Old Port Advisors减仓-$12.80万

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
WELLS FARGO & COMPANY/MN3,731,730$7,358.97万0.01%576,927加仓
MERCER GLOBAL ADVISORS INC /ADV2,652,137$5,230.01万0.08%843,053加仓
BANK OF AMERICA CORP /DE/1,833,654$3,615.97万0.00%124,090加仓
ENVESTNET ASSET MANAGEMENT INC1,263,025$2,490.69万0.01%1,247,848加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,236,306$2,438.18万0.15%312,078加仓
TITLEIST ASSET MANAGEMENT, LLC1,230,060$2,425.68万1.83%71,573加仓
D.A. DAVIDSON & CO.922,703$1,819.57万0.11%42,814加仓
Journey Advisory Group, LLC851,413$1,678.99万1.43%33,902加仓
CWM, LLC836,477$1,649.53万0.04%49,874加仓
RAYMOND JAMES FINANCIAL INC811,893$1,601.05万0.00%80,039加仓
BlackRock, Inc.763,514$1,505.65万0.00%442,830加仓
MML INVESTORS SERVICES, LLC707,822$1,395.82万0.04%-40,852减仓
HM PAYSON & CO702,754$1,385.83万0.20%425,651加仓
UBS Group AG692,566$1,365.74万0.00%105,985加仓
Denver PWM, LLC694,518$1,363.69万4.65%694,518新建仓
AMERIPRISE FINANCIAL INC687,426$1,355.64万0.00%422,912加仓
MKT Advisors LLC672,341$1,322.83万4.43%19,667加仓
Wealth Management Strategies, Inc.665,885$1,313.12万5.94%23,385加仓
MORGAN STANLEY598,187$1,179.63万0.00%294,019加仓
Probity Advisors, Inc.548,764$1,082.16万1.71%61,826加仓
Legacy Private Trust Co.545,529$1,075.78万0.66%-37,325减仓
BAILARD, INC.539,401$1,063.70万0.24%341,756加仓
Waycross Investment Management Co521,100$1,027.61万9.81%13,526加仓
SHELTON WEALTH MANAGEMENT, LLC515,101$1,015.78万4.44%75,372加仓
EIGHT 31 FINANCIAL, LLC503,072$992.06万5.99%-7,921减仓
ROYAL BANK OF CANADA500,618$987.20万0.00%52,013加仓
NewEdge Advisors, LLC500,133$986.26万0.04%30,944加仓
Trust Co485,832$958.06万0.90%6,895加仓
Heartwood Wealth Advisors LLC485,730$957.86万0.84%485,730新建仓
Krilogy Financial LLC462,078$911.68万0.29%27,215加仓
Snowden Capital Advisors LLC449,180$885.78万0.24%1,584加仓
LPL Financial LLC392,095$773.21万0.00%142,280加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC353,634$697.37万0.11%-11,206减仓
Cetera Investment Advisers318,637$628.35万0.01%39,825加仓
Stockman Wealth Management, Inc.265,985$524.52万0.58%28,225加仓
REBALANCE, LLC263,421$519.47万0.30%3,673加仓
CENTRAL TRUST Co255,658$504.16万0.10%-23,495减仓
Baird Financial Group, Inc.255,467$503.78万0.01%58,740加仓
COMMONWEALTH EQUITY SERVICES, LLC251,225$495.42万0.01%109,648加仓
Asset Dedication, LLC229,620$452.81万0.32%69,130加仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC218,396$430.68万0.06%70,817加仓
THOROUGHBRED FINANCIAL SERVICES, LLC204,719$403.70万0.24%22,419加仓
Janney Montgomery Scott LLC188,443$371.60万0.01%72,374加仓
CHATHAM CAPITAL GROUP, INC.185,995$366.78万0.53%24,065加仓
Parallel Advisors, LLC181,965$358.84万0.06%15,559加仓
HOWLAND CAPITAL MANAGEMENT LLC175,616$346.31万0.14%13,100加仓
Accretive Wealth Partners, LLC171,028$337.27万0.95%-1,158减仓
HighTower Advisors, LLC155,971$307.58万0.00%-1,435减仓
BOSTON FAMILY OFFICE LLC142,467$280.90万0.19%27,092加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO137,869$271.88万0.00%25,624加仓

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