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 🔒

2026Q2 买入最多

Atlantic Union Bankshares Corp加仓$852.79万
Krilogy Financial LLC加仓$203.25万
MCF Advisors LLC新建仓$200.80万
BOSTON FAMILY OFFICE LLC新建仓$169.80万
MORGAN STANLEY加仓$155.62万
Stockman Wealth Management, Inc.新建仓$138.88万
ENVESTNET ASSET MANAGEMENT INC加仓$124.84万
HighTower Advisors, LLC加仓$123.22万
Probity Advisors, Inc.加仓$113.03万
Accretive Wealth Partners, LLC加仓$79.71万
CHATHAM CAPITAL GROUP, INC.加仓$78.01万
Headland Capital, LLC加仓$56.39万
MERCER GLOBAL ADVISORS INC /ADV加仓$49.05万
BANK OF AMERICA CORP /DE/加仓$45.64万
AMERIPRISE FINANCIAL INC加仓$43.45万
Cambridge Investment Research Advisors, Inc.加仓$38.70万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$34.79万
Single Point Partners, LLC新建仓$33.10万
TRUIST FINANCIAL CORP加仓$29.36万
Cetera Investment Advisers加仓$26.54万

2026Q2 卖出最多

PFG Private Wealth Management, LLC清仓-$1,273.76万
CONFLUENCE INVESTMENT MANAGEMENT LLC减仓-$225.55万
PFG Advisors减仓-$161.30万
GLOBALT Investments LLC / GA减仓-$110.13万
Tower Research Capital LLC (TRC)清仓-$62.58万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$56.56万
JANE STREET GROUP, LLC重新持有-$26.91万
STIFEL FINANCIAL CORP减仓-$25.85万
CAPTRUST FINANCIAL ADVISORS减仓-$20.63万
Keeler Thomas Management LLC减仓-$13.79万
Clayton Financial Group LLC清仓-$6.61万
Reliant Wealth Planning减仓-$4.96万
RAYMOND JAMES FINANCIAL INC减仓-$4.88万
Advisory Services Network, LLC清仓-$4.85万
Noble Wealth Management PBC减仓-$2.90万
Atlantic Private Wealth, LLC减仓-$2.16万
Allworth Financial LP清仓-$2.06万
Aptus Capital Advisors, LLC清仓-$1.01万
Visionary Wealth Advisors减仓-$9,797
JPL Wealth Management, LLC减仓-$7,939

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
GLOBALT Investments LLC / GA2,365,635$5,708.66万1.93%-45,637减仓
Atlantic Union Bankshares Corp1,813,486$4,376.23万0.73%353,390加仓
Krilogy Financial LLC1,206,508$2,911.50万0.86%84,227加仓
MORGAN STANLEY1,053,283$2,541.74万0.00%64,487加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC988,431$2,385.24万0.37%-93,465减仓
CHATHAM CAPITAL GROUP, INC.701,220$1,692.15万2.16%32,325加仓
ENVESTNET ASSET MANAGEMENT INC655,024$1,580.68万0.00%51,733加仓
Cetera Investment Advisers414,307$999.79万0.01%10,997加仓
AMERIPRISE FINANCIAL INC357,210$861.21万0.00%18,022加仓
Headland Capital, LLC335,965$810.74万2.00%23,367加仓
WELLS FARGO & COMPANY/MN327,219$789.63万0.00%3,789加仓
HighTower Advisors, LLC318,509$768.61万0.01%51,060加仓
Probity Advisors, Inc.243,911$588.60万0.84%46,837加仓
UBS Group AG179,532$433.25万0.00%1,108加仓
Accretive Wealth Partners, LLC171,564$414.01万1.01%33,033加仓
TRUIST FINANCIAL CORP168,492$406.60万0.00%12,166加仓
MERCER GLOBAL ADVISORS INC /ADV156,446$377.53万0.00%20,326加仓
BANK OF AMERICA CORP /DE/155,157$374.42万0.00%18,912加仓
ROYAL BANK OF CANADA134,229$323.90万0.00%7,054加仓
STIFEL FINANCIAL CORP124,670$300.85万0.00%-10,713减仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC114,527$276.23万0.02%14,424加仓
FAGAN ASSOCIATES, INC.97,627$235.59万0.29%-50减仓
SEI INVESTMENTS CO97,575$235.46万0.00%0不变
THOROUGHBRED FINANCIAL SERVICES, LLC97,386$235.00万0.11%3,806加仓
RAYMOND JAMES FINANCIAL INC90,891$219.33万0.00%-2,021减仓
Snowden Capital Advisors LLC85,027$205.18万0.05%208加仓
MCF Advisors LLC77,997$200.80万0.07%77,997新建仓
BOSTON FAMILY OFFICE LLC70,359$169.80万0.10%70,359新建仓
Pinnacle Financial Partners, Inc.69,777$168.38万0.01%6,098加仓
Janney Montgomery Scott LLC68,546$165.40万0.00%3,166加仓
Stockman Wealth Management, Inc.57,551$138.88万0.14%57,551新建仓
L2 Asset Management, LLC55,364$133.60万0.14%1,265加仓
LPL Financial LLC50,883$122.79万0.00%4,885加仓
Lido Advisors, LLC50,214$121.17万0.00%0不变
JANE STREET GROUP, LLC38,323$92.48万0.00%-11,150重新持有
Mechanics Bank Trust Department34,770$83.91万0.10%1,770加仓
Cambridge Investment Research Advisors, Inc.31,884$77.00万0.00%16,023加仓
BENJAMIN EDWARDS INC30,217$72.92万0.01%906加仓
Reliant Wealth Planning28,589$68.99万0.19%-2,054减仓
COMMONWEALTH EQUITY SERVICES, LLC27,391$66.10万0.00%420加仓
Greater Midwest Financial Group, LLC23,856$57.57万0.29%309加仓
Simplicity Wealth,LLC20,977$50.62万0.02%3,750加仓
PFG Advisors20,925$50.49万0.03%-66,844减仓
Financial Engines Advisors L.L.C.19,425$46.88万0.00%449加仓
Kestra Advisory Services, LLC19,058$45.99万0.00%2,276加仓
Visionary Wealth Advisors18,896$45.60万0.02%-406减仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,074$43.62万0.01%0不变
AQR CAPITAL MANAGEMENT LLC17,826$43.02万0.00%0不变
JPL Wealth Management, LLC17,074$41.20万0.08%-329减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO16,862$40.69万0.00%3,281加仓

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