IBTP ISHARES TR
IBONDS DEC 2034
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 | 63 | 8,411,715 | $2.14亿 | 12 | 37 | 5 | 3 | $2,766.34万 |
| 2026Q1 | 55 | 7,387,490 | $1.89亿 | 4 | 28 | 12 | 3 | $2,417.67万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 加仓 | $520.30万 |
| AMERIPRISE FINANCIAL INC | 新建仓 | $455.06万 |
| Atlantic Union Bankshares Corp | 加仓 | $403.34万 |
| UBS Group AG | 加仓 | $308.76万 |
| ROYAL BANK OF CANADA | 加仓 | $195.48万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $116.13万 |
| STIFEL FINANCIAL CORP | 加仓 | $102.77万 |
| ENVESTNET ASSET MANAGEMENT INC | 重新持有 | $100.89万 |
| BENJAMIN EDWARDS INC | 加仓 | $97.59万 |
| Probity Advisors, Inc. | 加仓 | $92.50万 |
| Petros Family Wealth, LLC | 加仓 | $54.07万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $52.53万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $48.20万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $34.81万 |
| CITADEL ADVISORS LLC | 加仓 | $30.33万 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 加仓 | $27.90万 |
| D.A. DAVIDSON & CO. | 加仓 | $27.11万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $23.98万 |
| JANE STREET GROUP, LLC | 加仓 | $13.50万 |
| SUMMITRY LLC | 加仓 | $10.47万 |
2026Q1 卖出最多
| Keeler Thomas Management LLC | 减仓 | -$123.89万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$76.27万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$70.75万 |
| Krilogy Financial LLC | 减仓 | -$17.32万 |
| MORGAN STANLEY | 减仓 | -$10.82万 |
| Atlantic Private Wealth, LLC | 减仓 | -$9.13万 |
| Mendota Financial Group, LLC | 清仓 | -$5.66万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$4.42万 |
| LPL Financial LLC | 减仓 | -$4.15万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$3.37万 |
| Accretive Wealth Partners, LLC | 减仓 | -$1.14万 |
| CENTRAL TRUST Co | 减仓 | -$6,613 |
| Equitable Holdings, Inc. | 减仓 | -$1,549 |
| CNB Bank | 减仓 | -$564 |
| CWM, LLC | 减仓 | -$410 |
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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 1,430,363 | $3,666.02万 | 0.70% | 157,370 | 加仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 919,178 | $2,355.85万 | 0.37% | 203,003 | 加仓 |
| SUMMITRY LLC | 863,405 | $2,212.91万 | 0.78% | 4,086 | 加仓 |
| STIFEL FINANCIAL CORP | 566,032 | $1,450.74万 | 0.01% | 40,099 | 加仓 |
| BENJAMIN EDWARDS INC | 505,968 | $1,296.74万 | 0.13% | 38,078 | 加仓 |
| ROYAL BANK OF CANADA | 422,541 | $1,083.00万 | 0.00% | 76,269 | 加仓 |
| D.A. DAVIDSON & CO. | 384,663 | $985.89万 | 0.06% | 10,579 | 加仓 |
| Atlantic Private Wealth, LLC | 231,170 | $592.49万 | 3.87% | -3,562 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 193,461 | $495.84万 | 0.01% | 20,497 | 加仓 |
| AMERIPRISE FINANCIAL INC | 177,618 | $455.06万 | 0.00% | 177,618 | 新建仓 |
| MORGAN STANLEY | 152,953 | $392.02万 | 0.00% | -4,221 | 减仓 |
| Probity Advisors, Inc. | 146,578 | $375.68万 | 0.60% | 36,092 | 加仓 |
| UBS Group AG | 132,797 | $340.36万 | 0.00% | 120,468 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 130,222 | $333.76万 | 0.00% | 9,357 | 加仓 |
| Accretive Wealth Partners, LLC | 128,199 | $328.57万 | 0.92% | -446 | 减仓 |
| HighTower Advisors, LLC | 103,632 | $265.61万 | 0.00% | 297 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 99,390 | $254.74万 | 0.00% | 39,363 | 重新持有 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 95,160 | $243.73万 | 0.01% | 18,820 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 74,989 | $192.20万 | 0.00% | 45,308 | 加仓 |
| Cetera Investment Advisers | 58,251 | $149.30万 | 0.00% | 1,977 | 加仓 |
| Reliant Wealth Planning | 52,382 | $134.26万 | 0.41% | 0 | 不变 |
| BANK OF AMERICA CORP /DE/ | 41,635 | $106.71万 | 0.00% | 2,845 | 加仓 |
| Petros Family Wealth, LLC | 41,143 | $105.45万 | 0.75% | 21,098 | 加仓 |
| CITADEL ADVISORS LLC | 40,657 | $104.20万 | 0.00% | 11,834 | 加仓 |
| CWM, LLC | 38,819 | $99.49万 | 0.00% | -16 | 减仓 |
| U.S. Capital Wealth Advisors, LLC | 36,874 | $94.51万 | 0.02% | 3 | 加仓 |
| LPL Financial LLC | 34,470 | $88.35万 | 0.00% | -1,621 | 减仓 |
| GOLDMAN SACHS GROUP INC | 31,825 | $81.57万 | 0.00% | -1,726 | 减仓 |
| L2 Asset Management, LLC | 24,972 | $64.00万 | 0.05% | 155 | 加仓 |
| WELLS FARGO & COMPANY/MN | 22,091 | $56.62万 | 0.00% | 13,582 | 加仓 |
| JANE STREET GROUP, LLC | 22,008 | $56.41万 | 0.00% | 5,267 | 加仓 |
| Equitable Holdings, Inc. | 20,765 | $53.59万 | 0.00% | -60 | 减仓 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 20,034 | $51.30万 | 0.03% | 10,897 | 加仓 |
| Krilogy Financial LLC | 17,599 | $45.10万 | 0.01% | -6,760 | 减仓 |
| MML INVESTORS SERVICES, LLC | 15,652 | $40.12万 | 0.00% | -1,316 | 减仓 |
| Keeler Thomas Management LLC | 15,478 | $39.67万 | 0.17% | -48,338 | 减仓 |
| Apella Capital, LLC | 14,397 | $37.08万 | 0.01% | 0 | 不变 |
| Jacobi Capital Management LLC | 11,381 | $29.17万 | 0.02% | 301 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,350 | $26.53万 | 0.00% | 455 | 加仓 |
| DEARBORN PARTNERS LLC | 9,123 | $23.77万 | 0.01% | 1,322 | 加仓 |
| Waverly Advisors, LLC | 8,551 | $21.92万 | 0.00% | 0 | 不变 |
| Guidance Point Advisors, LLC | 8,278 | $21.22万 | 0.05% | 491 | 加仓 |
| SIGNATUREFD, LLC | 7,840 | $20.09万 | 0.00% | 0 | 不变 |
| IFP Advisors, Inc | 4,987 | $12.78万 | 0.00% | 217 | 加仓 |
| CNB Bank | 4,810 | $12.33万 | 0.05% | -22 | 减仓 |
| Physician Wealth Advisors, Inc. | 4,000 | $10.25万 | 0.01% | 0 | 不变 |
| FIFTH THIRD BANCORP | 2,727 | $6.99万 | 0.00% | 2,727 | 新建仓 |
| OSAIC HOLDINGS, INC. | 1,839 | $4.71万 | 0.00% | 0 | 不变 |
| Advisory Services Network, LLC | 1,486 | $3.81万 | 0.00% | 434 | 重新持有 |
| CENTRAL TRUST Co | 1,387 | $3.55万 | 0.00% | -258 | 减仓 |
内部人交易（Form 4）
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