13F 机构持仓

IBTO ISHARES TR

IBONDS DEC 2033

持有机构数832026Q2
26Q126Q2
机构合计持股(股)13,562,5852026Q2
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
2026Q28313,562,585$3.27亿 10451510$781.08万
2026Q18413,194,511$3.23亿 1240197$2,192.91万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 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 / GA2,411,272$5,881.04万2.10%146,569加仓
Atlantic Union Bankshares Corp1,460,096$3,561.14万0.68%137,180加仓
Krilogy Financial LLC1,122,281$2,735.56万0.87%-22,177减仓
CONFLUENCE INVESTMENT MANAGEMENT LLC1,081,896$2,638.72万0.41%444,647加仓
MORGAN STANLEY988,796$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 INC603,291$1,471.42万0.00%189,586加仓
PFG Private Wealth Management, LLC492,749$1,273.76万5.40%492,749新建仓
Cetera Investment Advisers403,310$983.66万0.01%7,367加仓
AMERIPRISE FINANCIAL INC339,188$827.02万0.00%205,347加仓
WELLS FARGO & COMPANY/MN323,430$788.84万0.00%16,091加仓
Headland Capital, LLC312,598$762.42万2.15%8,710加仓
HighTower Advisors, LLC267,449$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 AG178,424$435.18万0.00%7,896加仓
TRUIST FINANCIAL CORP156,326$381.28万0.01%21,971加仓
Accretive Wealth Partners, LLC138,531$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 /ADV136,120$331.99万0.00%11,755加仓
STIFEL FINANCIAL CORP135,383$330.20万0.00%27,633加仓
ROYAL BANK OF CANADA127,175$310.20万0.00%22加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC100,103$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 CO97,575$237.98万0.00%97,575新建仓
THOROUGHBRED FINANCIAL SERVICES, LLC93,580$228.20万0.14%23,232加仓
RAYMOND JAMES FINANCIAL INC92,912$226.61万0.00%1,666加仓
PFG Advisors87,769$214.07万0.10%-16,724减仓
Snowden Capital Advisors LLC84,819$206.87万0.05%2,030加仓
Janney Montgomery Scott LLC65,380$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, LLC54,099$131.95万0.11%4,456加仓
Lido Advisors, LLC50,214$122.47万0.00%0不变
LPL Financial LLC45,998$112.19万0.00%1,749加仓
CWM, LLC34,832$84.95万0.00%-13减仓
Mechanics Bank Trust Department33,000$80.49万0.11%0不变
Reliant Wealth Planning30,643$74.74万0.23%0不变
BENJAMIN EDWARDS INC29,311$71.49万0.01%344加仓
COMMONWEALTH EQUITY SERVICES, LLC26,971$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 ADVISORS23,769$57.97万0.00%170加仓
Greater Midwest Financial Group, LLC23,547$57.43万0.31%2,535加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP23,188$56.56万0.00%23,188新建仓
Visionary Wealth Advisors19,302$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 LLC18,609$45.39万0.19%-37,036减仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,074$44.08万0.01%-2,222减仓
AQR CAPITAL MANAGEMENT LLC17,826$43.48万0.00%-1,071减仓
JPL Wealth Management, LLC17,403$42.44万0.10%56加仓
Simplicity Wealth,LLC17,227$42.02万0.02%-185减仓
Kestra Advisory Services, LLC16,782$40.93万0.00%640加仓

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