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 🔒 | ||||||||
2026Q2 买入最多
| BlackRock, Inc. | 新建仓 | $2,640.23万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $508.75万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $251.91万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $158.03万 |
| Integrated Wealth Concepts LLC | 加仓 | $156.73万 |
| Allworth Financial LP | 加仓 | $122.45万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $119.52万 |
| Probity Advisors, Inc. | 加仓 | $112.35万 |
| Krilogy Financial LLC | 加仓 | $96.08万 |
| MONECO ADVISORS, LLC | 新建仓 | $86.11万 |
| HighTower Advisors, LLC | 加仓 | $82.87万 |
| SHELTON WEALTH MANAGEMENT, LLC | 加仓 | $82.74万 |
| Community Financial Services Group, LLC | 新建仓 | $82.46万 |
| Accretive Wealth Partners, LLC | 加仓 | $79.70万 |
| NewEdge Advisors, LLC | 加仓 | $77.15万 |
| TITLEIST ASSET MANAGEMENT, LLC | 加仓 | $71.35万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $70.31万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $66.42万 |
| Asset Dedication, LLC | 加仓 | $63.61万 |
| Headland Capital, LLC | 加仓 | $61.60万 |
2026Q2 卖出最多
| WELLS FARGO & COMPANY/MN | 减仓 | -$837.41万 |
| TRUE Private Wealth Advisors | 减仓 | -$350.51万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 减仓 | -$210.60万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$154.79万 |
| Private Advisor Group, LLC | 清仓 | -$147.35万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$143.69万 |
| MOULTON WEALTH MANAGEMENT, INC | 减仓 | -$114.92万 |
| CITADEL ADVISORS LLC | 重新持有 | -$100.52万 |
| ROYAL BANK OF CANADA | 减仓 | -$80.58万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$57.04万 |
| Creative Planning | 减仓 | -$40.56万 |
| Keeler Thomas Management LLC | 清仓 | -$29.01万 |
| OneDigital Investment Advisors LLC | 减仓 | -$26.59万 |
| Elevation Advisory Partners LLC | 清仓 | -$20.34万 |
| Hills Bank & Trust Co | 清仓 | -$11.99万 |
| LPL Financial LLC | 减仓 | -$7.82万 |
| Atlantic Private Wealth, LLC | 减仓 | -$7.62万 |
| STIFEL FINANCIAL CORP | 减仓 | -$6.40万 |
| Associated Banc-Corp | 减仓 | -$6.19万 |
| Advisory Services Network, LLC | 清仓 | -$6.14万 |
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/MN | 2,544,060 | $5,136.46万 | 0.01% | -414,766 | 减仓 |
| TRUE Private Wealth Advisors | 1,688,677 | $3,409.44万 | 2.94% | -173,607 | 减仓 |
| BlackRock, Inc. | 1,307,693 | $2,640.23万 | 0.00% | 1,307,693 | 新建仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,098,504 | $2,217.88万 | 0.35% | -104,310 | 减仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 990,421 | $1,999.66万 | 1.35% | 35,339 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 913,630 | $1,844.62万 | 0.00% | 124,770 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 892,700 | $1,802.36万 | 0.00% | 34,826 | 加仓 |
| Krilogy Financial LLC | 753,026 | $1,520.36万 | 0.45% | 47,586 | 加仓 |
| MORGAN STANLEY | 730,848 | $1,475.58万 | 0.00% | 13,759 | 加仓 |
| NewEdge Advisors, LLC | 676,777 | $1,366.41万 | 0.04% | 38,213 | 加仓 |
| AMERIPRISE FINANCIAL INC | 655,984 | $1,323.86万 | 0.00% | 3,511 | 加仓 |
| Probity Advisors, Inc. | 558,788 | $1,128.19万 | 1.61% | 55,648 | 加仓 |
| SHELTON WEALTH MANAGEMENT, LLC | 536,805 | $1,083.81万 | 4.25% | 40,981 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 484,813 | $978.84万 | 0.01% | 251,979 | 加仓 |
| PARK AVENUE SECURITIES LLC | 470,144 | $949.20万 | 0.06% | -71,168 | 减仓 |
| Legacy Private Trust Co. | 455,751 | $920.16万 | 0.51% | 27,536 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 445,255 | $898.97万 | 0.00% | 78,269 | 加仓 |
| Snowden Capital Advisors LLC | 406,659 | $821.04万 | 0.19% | 6,267 | 加仓 |
| Headland Capital, LLC | 405,441 | $818.59万 | 2.02% | 30,511 | 加仓 |
| HighTower Advisors, LLC | 399,026 | $805.63万 | 0.01% | 41,045 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 396,107 | $798.90万 | 0.04% | 32,931 | 加仓 |
| FORONJY FINANCIAL LLC | 337,588 | $681.59万 | 2.50% | 21,092 | 加仓 |
| SPRENG CAPITAL MANAGEMENT, INC. | 314,831 | $635.64万 | 2.31% | 9,409 | 加仓 |
| FAGAN ASSOCIATES, INC. | 277,458 | $560.19万 | 0.69% | 5,255 | 加仓 |
| Stockman Wealth Management, Inc. | 264,766 | $534.56万 | 0.55% | 12,580 | 加仓 |
| ROYAL BANK OF CANADA | 253,349 | $511.50万 | 0.00% | -39,914 | 减仓 |
| Asset Dedication, LLC | 242,011 | $488.62万 | 0.31% | 31,504 | 加仓 |
| Yoder Wealth Management, Inc. | 226,174 | $456.65万 | 1.78% | 2,540 | 加仓 |
| UBS Group AG | 224,307 | $452.88万 | 0.00% | 13,578 | 加仓 |
| Parallel Advisors, LLC | 215,153 | $434.39万 | 0.07% | 14,452 | 加仓 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 209,387 | $422.70万 | 0.20% | -602 | 减仓 |
| Accretive Wealth Partners, LLC | 205,085 | $414.07万 | 1.01% | 39,473 | 加仓 |
| Whalen Wealth Management Inc. | 201,860 | $407.56万 | 1.83% | 1,304 | 加仓 |
| CENTRAL TRUST Co | 187,041 | $377.64万 | 0.07% | 13,560 | 加仓 |
| GOLDMAN SACHS GROUP INC | 169,612 | $342.45万 | 0.00% | 59,200 | 加仓 |
| OneDigital Investment Advisors LLC | 168,327 | $339.85万 | 0.03% | -13,172 | 减仓 |
| STIFEL FINANCIAL CORP | 158,390 | $319.79万 | 0.00% | -3,172 | 减仓 |
| Janney Montgomery Scott LLC | 157,222 | $317.40万 | 0.01% | 7,308 | 加仓 |
| BOSTON FAMILY OFFICE LLC | 139,397 | $281.40万 | 0.17% | 16,051 | 加仓 |
| Integrated Wealth Concepts LLC | 136,028 | $274.64万 | 0.01% | 77,626 | 加仓 |
| D.A. DAVIDSON & CO. | 133,676 | $269.89万 | 0.01% | 27,126 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127,242 | $256.90万 | 0.00% | 5,952 | 加仓 |
| LPL Financial LLC | 92,600 | $186.96万 | 0.00% | -3,875 | 减仓 |
| HOWLAND CAPITAL MANAGEMENT LLC | 86,561 | $174.77万 | 0.06% | 300 | 加仓 |
| Valmark Advisers, Inc. | 83,711 | $169.01万 | 0.02% | 26,202 | 加仓 |
| Cetera Investment Advisers | 82,940 | $167.45万 | 0.00% | 3,139 | 加仓 |
| Smartleaf Asset Management LLC | 72,236 | $146.17万 | 0.05% | 0 | 不变 |
| EIGHT 31 FINANCIAL, LLC | 68,555 | $138.41万 | 0.82% | 3,377 | 加仓 |
| L2 Asset Management, LLC | 66,158 | $133.57万 | 0.14% | 1,470 | 加仓 |
| Allworth Financial LP | 61,664 | $124.50万 | 0.01% | 60,647 | 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 🔒