IBTL ISHARES TR
IBONDS DEC 2031
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 | 134 | 23,387,298 | $4.72亿 | 21 | 69 | 22 | 13 | $3,692.95万 |
| 2026Q1 | 128 | 21,757,101 | $4.44亿 | 13 | 69 | 21 | 7 | $9,598.99万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| TITLEIST ASSET MANAGEMENT, LLC | 加仓 | $1,918.08万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 加仓 | $1,495.52万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,043.52万 |
| SHELTON WEALTH MANAGEMENT, LLC | 新建仓 | $1,011.43万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $924.61万 |
| PARK AVENUE SECURITIES LLC | 加仓 | $502.20万 |
| Signature Wealth Management Group | 新建仓 | $370.24万 |
| OneDigital Investment Advisors LLC | 新建仓 | $370.24万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $362.34万 |
| MOULTON WEALTH MANAGEMENT, INC | 新建仓 | $217.02万 |
| D.A. DAVIDSON & CO. | 加仓 | $155.19万 |
| Asset Dedication, LLC | 加仓 | $136.84万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $126.19万 |
| Janney Montgomery Scott LLC | 加仓 | $123.61万 |
| SHELTON CAPITAL MANAGEMENT | 新建仓 | $118.15万 |
| MORGAN STANLEY | 加仓 | $113.41万 |
| Legacy Private Trust Co. | 加仓 | $109.78万 |
| Probity Advisors, Inc. | 加仓 | $104.60万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $92.56万 |
| STIFEL FINANCIAL CORP | 加仓 | $83.32万 |
2026Q1 卖出最多
| TRUE Private Wealth Advisors | 减仓 | -$158.30万 |
| Keeler Thomas Management LLC | 减仓 | -$157.70万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$124.84万 |
| ROYAL BANK OF CANADA | 减仓 | -$101.93万 |
| Equitable Holdings, Inc. | 清仓 | -$67.83万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$51.50万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$51.07万 |
| Walleye Partners, LLC | 清仓 | -$43.80万 |
| FIRST NATIONAL BANK OF OMAHA | 减仓 | -$42.81万 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 减仓 | -$29.99万 |
| REBALANCE, LLC | 清仓 | -$22.64万 |
| JANE STREET GROUP, LLC | 重新持有 | -$19.24万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$16.20万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$9.77万 |
| STAR Financial Bank | 减仓 | -$9.43万 |
| LANARK FINANCIAL, INC. | 减仓 | -$9.06万 |
| Accretive Wealth Partners, LLC | 减仓 | -$6.11万 |
| Federation des caisses Desjardins du Quebec | 减仓 | -$4.92万 |
| Kestra Advisory Services, LLC | 减仓 | -$4.13万 |
| Kohmann Bosshard Financial Services, LLC | 清仓 | -$3.81万 |
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/MN | 2,958,826 | $6,035.68万 | 0.01% | 511,558 | 加仓 |
| TRUE Private Wealth Advisors | 1,862,284 | $3,798.86万 | 3.62% | -77,604 | 减仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,202,814 | $2,453.61万 | 0.38% | 733,137 | 加仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 955,082 | $1,948.26万 | 1.47% | 940,288 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 857,874 | $1,749.97万 | 0.00% | 453,263 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 788,860 | $1,609.18万 | 0.00% | 15,460 | 加仓 |
| MORGAN STANLEY | 717,089 | $1,462.78万 | 0.00% | 55,594 | 加仓 |
| Krilogy Financial LLC | 705,440 | $1,438.72万 | 0.46% | 27,297 | 加仓 |
| AMERIPRISE FINANCIAL INC | 652,473 | $1,331.01万 | 0.00% | 177,623 | 加仓 |
| NewEdge Advisors, LLC | 638,564 | $1,302.60万 | 0.05% | 30,220 | 加仓 |
| PARK AVENUE SECURITIES LLC | 541,312 | $1,104.20万 | 0.09% | 246,192 | 加仓 |
| Probity Advisors, Inc. | 503,140 | $1,026.35万 | 1.63% | 51,276 | 加仓 |
| SHELTON WEALTH MANAGEMENT, LLC | 495,824 | $1,011.43万 | 4.43% | 495,824 | 新建仓 |
| Legacy Private Trust Co. | 428,215 | $873.51万 | 0.54% | 53,815 | 加仓 |
| Snowden Capital Advisors LLC | 400,392 | $816.75万 | 0.22% | 2,957 | 加仓 |
| Headland Capital, LLC | 374,930 | $764.82万 | 2.15% | 8,454 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 366,986 | $748.61万 | 0.00% | -7,940 | 减仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 363,176 | $740.29万 | 0.05% | 45,407 | 加仓 |
| HighTower Advisors, LLC | 357,981 | $730.24万 | 0.01% | 16,244 | 加仓 |
| FORONJY FINANCIAL LLC | 316,496 | $645.62万 | 2.68% | 8,061 | 加仓 |
| SPRENG CAPITAL MANAGEMENT, INC. | 305,422 | $623.03万 | 2.94% | 33,971 | 加仓 |
| ROYAL BANK OF CANADA | 293,263 | $598.20万 | 0.00% | -49,969 | 减仓 |
| FAGAN ASSOCIATES, INC. | 272,203 | $555.26万 | 0.77% | 1,029 | 加仓 |
| Stockman Wealth Management, Inc. | 252,186 | $514.43万 | 0.57% | 34,443 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 232,834 | $474.96万 | 0.01% | 13,426 | 加仓 |
| Yoder Wealth Management, Inc. | 223,634 | $456.19万 | 2.08% | 7,098 | 加仓 |
| UBS Group AG | 210,729 | $429.87万 | 0.00% | 10,981 | 加仓 |
| Asset Dedication, LLC | 210,507 | $429.41万 | 0.30% | 67,081 | 加仓 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 209,989 | $428.30万 | 0.26% | 22,471 | 加仓 |
| Parallel Advisors, LLC | 200,701 | $409.41万 | 0.07% | 30,319 | 加仓 |
| Whalen Wealth Management Inc. | 200,556 | $409.11万 | 2.19% | 3,465 | 加仓 |
| Signature Wealth Management Group | 181,499 | $370.24万 | 1.41% | 181,499 | 新建仓 |
| OneDigital Investment Advisors LLC | 181,499 | $370.24万 | 0.04% | 181,499 | 新建仓 |
| CENTRAL TRUST Co | 173,481 | $353.88万 | 0.07% | 8,203 | 加仓 |
| Accretive Wealth Partners, LLC | 165,612 | $337.83万 | 0.95% | -2,997 | 减仓 |
| STIFEL FINANCIAL CORP | 161,562 | $329.57万 | 0.00% | 40,846 | 加仓 |
| Janney Montgomery Scott LLC | 149,914 | $305.80万 | 0.01% | 60,597 | 加仓 |
| BOSTON FAMILY OFFICE LLC | 123,346 | $251.60万 | 0.17% | 18,090 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 121,290 | $247.42万 | 0.00% | 61,860 | 加仓 |
| GOLDMAN SACHS GROUP INC | 110,412 | $225.23万 | 0.00% | -25,035 | 减仓 |
| D.A. DAVIDSON & CO. | 106,550 | $217.35万 | 0.01% | 76,080 | 加仓 |
| MOULTON WEALTH MANAGEMENT, INC | 106,671 | $217.02万 | 0.36% | 106,671 | 新建仓 |
| LPL Financial LLC | 96,475 | $196.80万 | 0.00% | 30,320 | 加仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 86,261 | $175.96万 | 0.07% | 2,949 | 加仓 |
| Cetera Investment Advisers | 79,801 | $162.78万 | 0.00% | 33,849 | 加仓 |
| Creative Planning | 78,519 | $160.17万 | 0.00% | 2,296 | 加仓 |
| Tower Research Capital LLC (TRC) | 75,884 | $154.79万 | 0.04% | -61,200 | 减仓 |
| Private Advisor Group, LLC | 72,236 | $147.35万 | 0.01% | -302 | 减仓 |
| Smartleaf Asset Management LLC | 72,236 | $147.04万 | 0.05% | -64 | 减仓 |
| EIGHT 31 FINANCIAL, LLC | 65,178 | $132.96万 | 0.80% | 960 | 加仓 |
内部人交易（Form 4）
IBTL 董事、高管和大股东的最新买卖申报。专业版可看 🔒