IBTO ISHARES TR
IBONDS DEC 2033
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 | 83 | 13,562,585 | $3.27亿 | 10 | 45 | 15 | 10 | $781.08万 |
| 2026Q1 | 84 | 13,194,511 | $3.23亿 | 12 | 40 | 19 | 7 | $2,192.91万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| PFG Private Wealth Management, LLC | 新建仓 | $1,273.76万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 加仓 | $1,084.49万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $500.68万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $462.40万 |
| CHATHAM CAPITAL GROUP, INC. | 加仓 | $374.57万 |
| GLOBALT Investments LLC / GA | 加仓 | $357.48万 |
| Atlantic Union Bankshares Corp | 加仓 | $334.58万 |
| SEI INVESTMENTS CO | 新建仓 | $237.98万 |
| MORGAN STANLEY | 加仓 | $160.26万 |
| Janney Montgomery Scott LLC | 新建仓 | $159.50万 |
| Probity Advisors, Inc. | 加仓 | $133.83万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $132.98万 |
| STIFEL FINANCIAL CORP | 加仓 | $67.40万 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 加仓 | $56.65万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $56.56万 |
| TRUIST FINANCIAL CORP | 加仓 | $53.59万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $48.77万 |
| HighTower Advisors, LLC | 加仓 | $44.32万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $39.25万 |
| Integrated Wealth Concepts LLC | 新建仓 | $35.76万 |
2026Q1 卖出最多
| Federation des caisses Desjardins du Quebec | 减仓 | -$3,239.78万 |
| NovaPoint Capital, LLC | 清仓 | -$127.63万 |
| Keeler Thomas Management LLC | 减仓 | -$90.33万 |
| CITADEL ADVISORS LLC | 清仓 | -$70.84万 |
| Krilogy Financial LLC | 减仓 | -$54.06万 |
| PFG Advisors | 减仓 | -$40.79万 |
| Walleye Partners, LLC | 清仓 | -$21.23万 |
| NATIONAL BANK OF CANADA /FI/ | 清仓 | -$19.69万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$8.25万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 减仓 | -$5.42万 |
| Tower Research Capital LLC (TRC) | 重新持有 | -$4.70万 |
| Blue Trust, Inc. | 减仓 | -$3.44万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$2.93万 |
| AQR CAPITAL MANAGEMENT LLC | 减仓 | -$2.61万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 清仓 | -$2.06万 |
| Accretive Wealth Partners, LLC | 减仓 | -$1.22万 |
| BANK OF MONTREAL /CAN/ | 清仓 | -$1.14万 |
| AE Wealth Management LLC | 减仓 | -$9,098 |
| CENTRAL TRUST Co | 减仓 | -$6,634 |
| Simplicity Wealth,LLC | 减仓 | -$4,512 |
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 |
|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | 2,411,272 | $5,881.04万 | 2.10% | 146,569 | 加仓 |
| Atlantic Union Bankshares Corp | 1,460,096 | $3,561.14万 | 0.68% | 137,180 | 加仓 |
| Krilogy Financial LLC | 1,122,281 | $2,735.56万 | 0.87% | -22,177 | 减仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,081,896 | $2,638.72万 | 0.41% | 444,647 | 加仓 |
| MORGAN STANLEY | 988,796 | $2,411.66万 | 0.00% | 65,707 | 加仓 |
| CHATHAM CAPITAL GROUP, INC. | 668,895 | $1,631.42万 | 2.37% | 153,575 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 603,291 | $1,471.42万 | 0.00% | 189,586 | 加仓 |
| PFG Private Wealth Management, LLC | 492,749 | $1,273.76万 | 5.40% | 492,749 | 新建仓 |
| Cetera Investment Advisers | 403,310 | $983.66万 | 0.01% | 7,367 | 加仓 |
| AMERIPRISE FINANCIAL INC | 339,188 | $827.02万 | 0.00% | 205,347 | 加仓 |
| WELLS FARGO & COMPANY/MN | 323,430 | $788.84万 | 0.00% | 16,091 | 加仓 |
| Headland Capital, LLC | 312,598 | $762.42万 | 2.15% | 8,710 | 加仓 |
| HighTower Advisors, LLC | 267,449 | $652.30万 | 0.01% | 18,170 | 加仓 |
| Probity Advisors, Inc. | 197,074 | $480.66万 | 0.76% | 54,873 | 加仓 |
| UBS Group AG | 178,424 | $435.18万 | 0.00% | 7,896 | 加仓 |
| TRUIST FINANCIAL CORP | 156,326 | $381.28万 | 0.01% | 21,971 | 加仓 |
| Accretive Wealth Partners, LLC | 138,531 | $337.87万 | 0.95% | -499 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 136,245 | $332.29万 | 0.00% | 54,525 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 136,120 | $331.99万 | 0.00% | 11,755 | 加仓 |
| STIFEL FINANCIAL CORP | 135,383 | $330.20万 | 0.00% | 27,633 | 加仓 |
| ROYAL BANK OF CANADA | 127,175 | $310.20万 | 0.00% | 22 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 100,103 | $243.86万 | 0.01% | 20,018 | 加仓 |
| FAGAN ASSOCIATES, INC. | 97,677 | $238.23万 | 0.33% | 9,810 | 加仓 |
| SEI INVESTMENTS CO | 97,575 | $237.98万 | 0.00% | 97,575 | 新建仓 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 93,580 | $228.20万 | 0.14% | 23,232 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 92,912 | $226.61万 | 0.00% | 1,666 | 加仓 |
| PFG Advisors | 87,769 | $214.07万 | 0.10% | -16,724 | 减仓 |
| Snowden Capital Advisors LLC | 84,819 | $206.87万 | 0.05% | 2,030 | 加仓 |
| Janney Montgomery Scott LLC | 65,380 | $159.50万 | 0.00% | 65,380 | 新建仓 |
| Pinnacle Financial Partners, Inc. | 63,679 | $155.33万 | 0.01% | 70 | 加仓 |
| L2 Asset Management, LLC | 54,099 | $131.95万 | 0.11% | 4,456 | 加仓 |
| Lido Advisors, LLC | 50,214 | $122.47万 | 0.00% | 0 | 不变 |
| LPL Financial LLC | 45,998 | $112.19万 | 0.00% | 1,749 | 加仓 |
| CWM, LLC | 34,832 | $84.95万 | 0.00% | -13 | 减仓 |
| Mechanics Bank Trust Department | 33,000 | $80.49万 | 0.11% | 0 | 不变 |
| Reliant Wealth Planning | 30,643 | $74.74万 | 0.23% | 0 | 不变 |
| BENJAMIN EDWARDS INC | 29,311 | $71.49万 | 0.01% | 344 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 26,971 | $65.78万 | 0.00% | 1,277 | 加仓 |
| Tower Research Capital LLC (TRC) | 25,658 | $62.58万 | 0.02% | -1,929 | 重新持有 |
| CAPTRUST FINANCIAL ADVISORS | 23,769 | $57.97万 | 0.00% | 170 | 加仓 |
| Greater Midwest Financial Group, LLC | 23,547 | $57.43万 | 0.31% | 2,535 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,188 | $56.56万 | 0.00% | 23,188 | 新建仓 |
| Visionary Wealth Advisors | 19,302 | $47.08万 | 0.02% | -32 | 减仓 |
| Financial Engines Advisors L.L.C. | 18,976 | $46.28万 | 0.00% | -3,382 | 减仓 |
| Keeler Thomas Management LLC | 18,609 | $45.39万 | 0.19% | -37,036 | 减仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18,074 | $44.08万 | 0.01% | -2,222 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 17,826 | $43.48万 | 0.00% | -1,071 | 减仓 |
| JPL Wealth Management, LLC | 17,403 | $42.44万 | 0.10% | 56 | 加仓 |
| Simplicity Wealth,LLC | 17,227 | $42.02万 | 0.02% | -185 | 减仓 |
| Kestra Advisory Services, LLC | 16,782 | $40.93万 | 0.00% | 640 | 加仓 |
内部人交易(Form 4)
IBTO 董事、高管和大股东的最新买卖申报。专业版可看 🔒