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 🔒

2026Q2 买入最多

BlackRock, Inc.加仓$1,150.16万
HM PAYSON & CO加仓$978.90万
Arax Advisory Partners新建仓$898.83万
MML INVESTORS SERVICES, LLC加仓$685.37万
MERCER GLOBAL ADVISORS INC /ADV加仓$409.89万
BANK OF AMERICA CORP /DE/加仓$384.49万
TITLEIST ASSET MANAGEMENT, LLC加仓$280.88万
ENVESTNET ASSET MANAGEMENT INC加仓$234.80万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$205.88万
Integrated Wealth Concepts LLC加仓$175.49万
D.A. DAVIDSON & CO.加仓$170.64万
Probity Advisors, Inc.加仓$102.59万
Journey Advisory Group, LLC加仓$100.38万
OSAIC HOLDINGS, INC.加仓$99.47万
NewEdge Advisors, LLC加仓$79.63万
Accretive Wealth Partners, LLC加仓$79.61万
MKT Advisors LLC加仓$77.16万
SHELTON WEALTH MANAGEMENT, LLC加仓$76.94万
Cetera Investment Advisers加仓$74.85万
Community Financial Services Group, LLC新建仓$71.49万

2026Q2 卖出最多

WELLS FARGO & COMPANY/MN减仓-$1,139.05万
RAYMOND JAMES FINANCIAL INC减仓-$753.16万
MORGAN STANLEY减仓-$225.05万
FF Advisors,LLC清仓-$104.99万
CITADEL ADVISORS LLC减仓-$95.35万
Richmond Investment Services, LLC清仓-$62.80万
CONFLUENCE INVESTMENT MANAGEMENT LLC减仓-$60.06万
UBS Group AG减仓-$53.14万
Granite Harbor Advisors, Inc.减仓-$32.25万
Focus Partners Wealth减仓-$24.19万
Stratos Wealth Partners, LTD.清仓-$20.48万
KESTRA PRIVATE WEALTH SERVICES, LLC清仓-$19.78万
Denver PWM, LLC减仓-$18.61万
Keeler Thomas Management LLC减仓-$17.30万
MAI Capital Management清仓-$9.74万
Financial Engines Advisors L.L.C.减仓-$8.23万
Old Port Advisors减仓-$8.07万
ROYAL BANK OF CANADA减仓-$7.82万
FIRST NATIONAL BANK OF OMAHA减仓-$7.20万
BAILARD, INC.减仓-$6.57万

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
WELLS FARGO & COMPANY/MN3,148,800$6,152.75万0.01%-582,930减仓
MERCER GLOBAL ADVISORS INC /ADV2,861,909$5,592.17万0.07%209,772加仓
BANK OF AMERICA CORP /DE/2,030,426$3,967.45万0.00%196,772加仓
ENVESTNET ASSET MANAGEMENT INC1,383,189$2,702.75万0.01%120,164加仓
TITLEIST ASSET MANAGEMENT, LLC1,373,804$2,684.41万1.81%143,744加仓
BlackRock, Inc.1,352,130$2,642.06万0.00%588,616加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,341,750$2,619.77万0.14%105,444加仓
HM PAYSON & CO1,203,728$2,352.09万0.31%500,974加仓
MML INVESTORS SERVICES, LLC1,058,574$2,068.45万0.04%350,752加仓
D.A. DAVIDSON & CO.1,010,033$1,973.60万0.11%87,330加仓
Journey Advisory Group, LLC902,785$1,764.04万1.35%51,372加仓
AMERIPRISE FINANCIAL INC709,148$1,385.09万0.00%21,722加仓
MKT Advisors LLC712,012$1,384.86万4.30%39,671加仓
Wealth Management Strategies, Inc.686,872$1,342.15万5.24%20,987加仓
Denver PWM, LLC684,939$1,330.49万4.35%-9,579减仓
UBS Group AG665,373$1,300.14万0.00%-27,193减仓
Probity Advisors, Inc.601,267$1,174.88万1.68%52,503加仓
Legacy Private Trust Co.577,483$1,128.40万0.62%31,954加仓
SHELTON WEALTH MANAGEMENT, LLC554,476$1,083.45万4.25%39,375加仓
NewEdge Advisors, LLC540,886$1,056.89万0.03%40,753加仓
BAILARD, INC.536,041$1,047.42万0.21%-3,360减仓
Waycross Investment Management Co531,033$1,037.64万7.90%9,933加仓
EIGHT 31 FINANCIAL, LLC517,756$1,011.70万6.02%14,684加仓
ROYAL BANK OF CANADA496,614$970.40万0.00%-4,004减仓
Krilogy Financial LLC495,545$968.30万0.29%33,467加仓
Heartwood Wealth Advisors LLC493,754$964.80万0.75%8,024加仓
Trust Co490,577$958.59万0.86%4,745加仓
MORGAN STANLEY483,015$943.81万0.00%-115,172减仓
Arax Advisory Partners459,994$898.83万0.06%459,994新建仓
Snowden Capital Advisors LLC454,129$887.37万0.21%4,949加仓
RAYMOND JAMES FINANCIAL INC426,449$833.28万0.00%-385,444减仓
LPL Financial LLC396,135$774.05万0.00%4,040加仓
Cetera Investment Advisers356,942$697.47万0.01%38,305加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC322,898$630.94万0.10%-30,736减仓
REBALANCE, LLC297,499$581.31万0.30%34,078加仓
Baird Financial Group, Inc.284,901$556.70万0.01%29,434加仓
Stockman Wealth Management, Inc.276,786$540.84万0.56%10,801加仓
COMMONWEALTH EQUITY SERVICES, LLC272,855$533.16万0.01%21,630加仓
CENTRAL TRUST Co265,398$518.59万0.09%9,740加仓
Asset Dedication, LLC253,041$494.44万0.31%23,421加仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC234,846$458.89万0.06%16,450加仓
THOROUGHBRED FINANCIAL SERVICES, LLC230,021$449.40万0.22%25,302加仓
Accretive Wealth Partners, LLC211,769$413.80万1.01%40,741加仓
CHATHAM CAPITAL GROUP, INC.198,375$387.62万0.50%12,380加仓
HOWLAND CAPITAL MANAGEMENT LLC197,806$386.51万0.14%22,190加仓
Parallel Advisors, LLC196,725$384.40万0.06%14,760加仓
Janney Montgomery Scott LLC196,484$383.90万0.01%8,041加仓
Integrated Wealth Concepts LLC190,234$371.72万0.02%89,812加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO169,590$331.38万0.00%31,721加仓
BOSTON FAMILY OFFICE LLC164,416$321.30万0.20%21,949加仓

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