13F 机构持仓

IEI ISHARES TR

3 7 YR TREAS BD

持有机构数8192026Q2
26Q126Q2
机构合计持股(股)131,825,7692026Q2
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
2026Q2819131,825,769$154.89亿 5031131182-$1.96亿
2026Q1841133,815,521$158.67亿 5735426269$12.09亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BANK OF AMERICA CORP /DE/加仓$3.12亿
FMR LLC加仓$2.69亿
Mariner, LLC加仓$1.83亿
JPMORGAN CHASE & CO加仓$1.33亿
UBS Group AG加仓$8,460.49万
University of Illinois Foundation新建仓$4,868.53万
CAPTRUST FINANCIAL ADVISORS加仓$3,956.82万
ASSETMARK, INC加仓$3,562.71万
LPL Financial LLC加仓$3,339.88万
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.加仓$3,233.93万
CITADEL ADVISORS LLC新建仓$3,040.81万
Permanens Capital L.P.加仓$2,863.43万
GOLDMAN SACHS GROUP INC加仓$2,861.28万
Weaver Capital Management LLC新建仓$2,743.92万
STIFEL FINANCIAL CORP加仓$2,701.35万
HUNTINGTON NATIONAL BANK加仓$2,294.36万
OSAIC HOLDINGS, INC.加仓$2,291.04万
CVS HEALTH Corp新建仓$2,168.01万
WIT, LLC加仓$2,073.74万
NorthCoast Asset Management LLC加仓$1,627.82万

2026Q1 卖出最多

Corient Private Wealth LP减仓-$5,846.42万
Johnson Financial Group, Inc.减仓-$5,540.36万
Clarity Financial LLC减仓-$5,191.63万
AlphaQuest LLC清仓-$4,820.57万
Bank Julius Baer & Co. Ltd, Zurich减仓-$4,278.53万
BlackRock, Inc.减仓-$3,238.63万
WCG Wealth Advisors LLC减仓-$2,997.22万
Klaas Financial Asset Advisors, LLC减仓-$2,752.56万
NORTHERN TRUST CORP减仓-$1,829.78万
Hilton Capital Management, LLC减仓-$1,656.31万
HM PAYSON & CO清仓-$1,165.25万
Enclave Advisors LLC减仓-$1,041.43万
OpenArc Corporate Advisory, LLC减仓-$1,027.88万
Dynasty Wealth Management, LLC减仓-$1,013.52万
Blueprint Investment Partners LLC减仓-$970.27万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$903.84万
Creative Planning减仓-$827.05万
FLOW TRADERS U.S. LLC重新持有-$805.24万
Spartan Planning & Wealth Management减仓-$725.25万
AXXCESS WEALTH MANAGEMENT, LLC减仓-$686.42万

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
JPMORGAN CHASE & CO18,817,986$22.29亿0.14%1,123,569加仓
BANK OF AMERICA CORP /DE/9,242,672$10.96亿0.08%2,627,948加仓
CAPTRUST FINANCIAL ADVISORS6,258,233$7.42亿1.30%333,630加仓
Invesco Ltd.4,292,100$5.09亿0.05%0不变
Financial Engines Advisors L.L.C.4,231,532$5.02亿0.97%-56,381减仓
ENVESTNET ASSET MANAGEMENT INC3,835,777$4.55亿0.12%-38,465减仓
ASSETMARK, INC3,352,425$3.98亿0.81%300,397加仓
FMR LLC3,146,974$3.73亿0.02%2,271,791加仓
UBS Group AG2,985,127$3.54亿0.05%713,363加仓
MORGAN STANLEY2,855,064$3.39亿0.02%70,808加仓
AMERIPRISE FINANCIAL INC2,845,738$3.37亿0.08%119,603加仓
LPL Financial LLC2,735,908$3.24亿0.09%281,609加仓
STIFEL FINANCIAL CORP2,403,767$2.85亿0.26%227,770加仓
Bank Julius Baer & Co. Ltd, Zurich2,318,980$2.75亿0.83%-360,753减仓
WIT, LLC2,263,922$2.69亿5.07%174,852加仓
WELLS FARGO & COMPANY/MN2,152,305$2.55亿0.05%56,799加仓
Mariner, LLC2,037,091$2.42亿0.28%1,542,184加仓
TRUIST FINANCIAL CORP1,995,728$2.37亿0.32%27,105加仓
Cerity Partners LLC1,968,957$2.34亿0.33%14,299加仓
Janney Montgomery Scott LLC1,844,787$2.19亿0.54%-41,130减仓
Tanglewood Wealth Management, Inc.1,596,822$1.89亿15.69%116,456加仓
RAYMOND JAMES FINANCIAL INC1,594,914$1.89亿0.06%71,064加仓
BlackRock, Inc.1,344,980$1.60亿0.00%-273,072减仓
HUNTINGTON NATIONAL BANK1,273,655$1.51亿0.83%193,454加仓
WestEnd Advisors, LLC1,205,864$1.43亿3.45%32,822加仓
Creative Planning1,176,837$1.40亿0.09%-69,734减仓
ROYAL BANK OF CANADA1,113,025$1.32亿0.02%5,121加仓
Dynasty Wealth Management, LLC1,085,040$1.29亿1.12%-85,457减仓
ARMSTRONG ADVISORY GROUP, INC1,084,487$1.29亿8.63%96,090加仓
Facet Wealth, Inc.1,049,997$1.25亿2.16%83,363加仓
Focus Partners Wealth963,830$1.14亿0.13%24,436加仓
Clarity Financial LLC920,520$1.09亿11.88%-437,743减仓
Cetera Investment Advisers897,314$1.06亿0.11%96,515加仓
EVERGREEN CAPITAL MANAGEMENT LLC747,310$8,863.09万1.92%-1,591减仓
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.719,834$8,537.23万6.30%272,675加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO675,348$8,009.62万0.05%-32,878减仓
PNC Financial Services Group, Inc.643,404$7,630.77万0.04%-786减仓
Strategic Point Investment Advisors, LLC639,390$7,583.17万11.02%24,547加仓
Bluespring Wealth Management, LLC615,718$7,302.41万6.29%17,994加仓
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.529,872$6,251.47万0.44%49,286加仓
OSAIC HOLDINGS, INC.489,387$5,806.25万0.08%193,103加仓
SAGESPRING WEALTH PARTNERS, LLC487,319$5,779.61万1.05%18,689加仓
VICTORY CAPITAL MANAGEMENT INC478,423$5,674.10万0.04%14,406加仓
OpenArc Corporate Advisory, LLC475,868$5,643.79万0.81%-86,668减仓
Waverly Advisors, LLC455,053$5,396.93万0.40%-11,111减仓
GOLDMAN SACHS GROUP INC451,719$5,357.39万0.01%241,255加仓
Bank of New York Mellon Corp447,982$5,313.06万0.01%34,954加仓
Curi Capital, LLC412,543$4,892.76万0.87%12,843加仓
TD PRIVATE CLIENT WEALTH LLC410,840$4,872.57万1.01%-3,008减仓
University of Illinois Foundation410,500$4,868.53万9.99%410,500新建仓

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