13F 机构持仓

IBTP ISHARES TR

IBONDS DEC 2034

持有机构数632026Q2
26Q126Q2
机构合计持股(股)8,411,7152026Q2
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
2026Q2638,411,715$2.14亿 123753$2,766.34万
2026Q1557,387,490$1.89亿 428123$2,417.67万
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$1,063.46万
STIFEL FINANCIAL CORP加仓$554.81万
BENJAMIN EDWARDS INC加仓$552.04万
Mariner, LLC新建仓$140.00万
Bell Investment Advisors, Inc新建仓$130.73万
CONFLUENCE INVESTMENT MANAGEMENT LLC加仓$116.58万
D.A. DAVIDSON & CO.加仓$94.33万
Arax Advisory Partners新建仓$87.92万
Accretive Wealth Partners, LLC加仓$79.87万
MORGAN STANLEY加仓$78.27万
Probity Advisors, Inc.加仓$70.61万
THOROUGHBRED FINANCIAL SERVICES, LLC加仓$58.68万
MERCER GLOBAL ADVISORS INC /ADV加仓$46.27万
COMMONWEALTH EQUITY SERVICES, LLC加仓$38.55万
SUMMITRY LLC加仓$38.41万
ENVESTNET ASSET MANAGEMENT INC加仓$37.71万
CITADEL ADVISORS LLC加仓$36.12万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$34.43万
Single Point Partners, LLC新建仓$33.11万
DEARBORN PARTNERS LLC加仓$30.44万

2026Q2 卖出最多

ROYAL BANK OF CANADA减仓-$756.46万
Atlantic Private Wealth, LLC减仓-$22.51万
AMERIPRISE FINANCIAL INC减仓-$16.93万
Keeler Thomas Management LLC减仓-$11.79万
Advisory Services Network, LLC清仓-$3.81万
WELLS FARGO & COMPANY/MN减仓-$3.29万
Root Financial Partners, LLC清仓-$6,869
Signature Resources Capital Management, LLC清仓-$2,742

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
Atlantic Union Bankshares Corp1,849,299$4,694.43万0.78%418,936加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC965,101$2,449.90万0.38%45,923加仓
SUMMITRY LLC878,535$2,230.15万0.73%15,130加仓
STIFEL FINANCIAL CORP784,592$1,991.68万0.02%218,560加仓
BENJAMIN EDWARDS INC723,444$1,836.40万0.17%217,476加仓
D.A. DAVIDSON & CO.421,822$1,070.79万0.06%37,159加仓
Atlantic Private Wealth, LLC222,302$564.31万3.46%-8,868减仓
COMMONWEALTH EQUITY SERVICES, LLC208,648$529.65万0.01%15,187加仓
MORGAN STANLEY183,785$466.54万0.00%30,832加仓
Probity Advisors, Inc.174,395$442.70万0.63%27,817加仓
AMERIPRISE FINANCIAL INC170,974$435.64万0.00%-6,644减仓
Accretive Wealth Partners, LLC159,662$405.30万0.98%31,463加仓
MERCER GLOBAL ADVISORS INC /ADV148,450$376.84万0.00%18,228加仓
UBS Group AG134,267$340.84万0.00%1,470加仓
ROYAL BANK OF CANADA124,529$316.10万0.00%-298,012减仓
ENVESTNET ASSET MANAGEMENT INC114,247$290.01万0.00%14,857加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC108,728$275.93万0.02%13,568加仓
HighTower Advisors, LLC105,033$266.63万0.00%1,401加仓
RAYMOND JAMES FINANCIAL INC80,546$204.47万0.00%5,557加仓
Cetera Investment Advisers58,292$147.97万0.00%41加仓
Mariner, LLC55,149$140.00万0.00%55,149新建仓
CITADEL ADVISORS LLC54,886$139.33万0.00%14,229加仓
Reliant Wealth Planning52,382$132.97万0.37%0不变
Bell Investment Advisors, Inc51,498$130.73万0.19%51,498新建仓
BANK OF AMERICA CORP /DE/50,182$127.39万0.00%8,547加仓
Petros Family Wealth, LLC44,648$113.34万0.69%3,505加仓
THOROUGHBRED FINANCIAL SERVICES, LLC43,166$109.50万0.05%23,132加仓
LPL Financial LLC38,362$97.38万0.00%3,892加仓
Arax Advisory Partners34,635$87.92万0.01%34,635新建仓
GOLDMAN SACHS GROUP INC31,825$80.79万0.00%0不变
L2 Asset Management, LLC26,125$66.32万0.07%1,153加仓
JANE STREET GROUP, LLC23,805$60.43万0.00%1,797加仓
DEARBORN PARTNERS LLC20,805$54.21万0.02%11,682加仓
Krilogy Financial LLC21,275$54.01万0.02%3,676加仓
Equitable Holdings, Inc.20,802$52.81万0.00%37加仓
WELLS FARGO & COMPANY/MN20,796$52.79万0.00%-1,295减仓
MML INVESTORS SERVICES, LLC19,060$48.38万0.00%3,408加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO18,941$48.08万0.00%8,591加仓
Apella Capital, LLC14,397$36.23万0.01%0不变
Single Point Partners, LLC13,044$33.11万0.03%13,044新建仓
Jacobi Capital Management LLC11,472$29.12万0.01%91加仓
Keeler Thomas Management LLC10,835$27.50万0.10%-4,643减仓
Bank of New York Mellon Corp10,790$27.39万0.00%10,790新建仓
Old Mission Investment Co LLC10,405$26.41万0.05%——
PARK AVENUE SECURITIES LLC10,095$25.60万0.00%10,095新建仓
IFP Advisors, Inc9,965$25.30万0.00%4,978加仓
SIGNATUREFD, LLC9,809$24.90万0.00%1,969加仓
Vestmark Advisory Solutions, Inc.9,083$23.06万0.00%9,083新建仓
Atria Investments, Inc8,871$22.52万0.00%8,871新建仓
Waverly Advisors, LLC8,551$21.71万0.00%0不变

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