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 🔒

2026Q2 买入最多

Roehl & Yi Investment Advisors, LLC新建仓$1.11亿
JPMORGAN CHASE & CO加仓$8,119.31万
CITIGROUP INC加仓$7,127.20万
ASSETMARK, INC加仓$6,899.87万
CAPTRUST FINANCIAL ADVISORS加仓$6,807.98万
FMR LLC加仓$6,394.55万
3EDGE Asset Management, LP新建仓$2,869.95万
Cambridge Investment Research Advisors, Inc.加仓$2,805.46万
BlackRock, Inc.加仓$2,072.85万
Dynasty Wealth Management, LLC加仓$2,021.20万
Sollinda Capital Management LLC加仓$2,018.27万
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO加仓$1,965.53万
MORGAN STANLEY加仓$1,945.27万
Facet Wealth, Inc.加仓$1,912.91万
WELLS FARGO & COMPANY/MN加仓$1,729.86万
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.加仓$1,612.83万
Ridgepath Capital Management LLC加仓$1,592.96万
MAI Capital Management加仓$1,565.50万
AXXCESS WEALTH MANAGEMENT, LLC加仓$1,532.83万
Bank Julius Baer & Co. Ltd, Zurich加仓$1,488.80万

2026Q2 卖出最多

WIT, LLC减仓-$1.88亿
UBS Group AG减仓-$1.30亿
Bluespring Wealth Management, LLC清仓-$7,302.41万
ARMSTRONG ADVISORY GROUP, INC减仓-$5,015.81万
GOLDMAN SACHS GROUP INC减仓-$4,951.09万
University of Illinois Foundation清仓-$4,868.53万
ENVESTNET ASSET MANAGEMENT INC减仓-$4,848.70万
Clarity Financial LLC减仓-$4,510.83万
BENJAMIN EDWARDS INC减仓-$3,380.76万
Permanens Capital L.P.清仓-$3,059.22万
CITADEL ADVISORS LLC清仓-$3,040.81万
STIFEL FINANCIAL CORP减仓-$3,011.64万
CSM Advisors, LLC清仓-$2,252.20万
CABOT WEALTH MANAGEMENT INC减仓-$2,016.89万
Tanglewood Wealth Management, Inc.减仓-$1,780.11万
OSAIC HOLDINGS, INC.减仓-$1,750.90万
Blueprint Investment Partners LLC减仓-$1,709.36万
Janney Montgomery Scott LLC减仓-$1,592.32万
DDFG, Inc减仓-$1,580.23万
CONFLUENCE INVESTMENT MANAGEMENT LLC清仓-$1,488.03万

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
JPMORGAN CHASE & CO19,507,348$22.98亿0.13%689,362加仓
BANK OF AMERICA CORP /DE/9,202,507$10.81亿0.07%-40,165减仓
CAPTRUST FINANCIAL ADVISORS6,837,882$8.03亿1.23%579,649加仓
Financial Engines Advisors L.L.C.4,330,638$5.09亿0.90%99,106加仓
Invesco Ltd.4,292,100$5.04亿0.04%0不变
ASSETMARK, INC3,939,898$4.63亿0.80%587,473加仓
FMR LLC3,691,423$4.34亿0.02%544,449加仓
ENVESTNET ASSET MANAGEMENT INC3,422,946$4.02亿0.09%-412,831减仓
MORGAN STANLEY3,020,689$3.55亿0.02%165,625加仓
AMERIPRISE FINANCIAL INC2,885,340$3.39亿0.07%39,602加仓
LPL Financial LLC2,616,581$3.07亿0.07%-119,327减仓
Bank Julius Baer & Co. Ltd, Zurich2,445,430$2.88亿0.75%126,450加仓
WELLS FARGO & COMPANY/MN2,299,590$2.70亿0.04%147,285加仓
Mariner, LLC2,161,388$2.54亿0.26%124,297加仓
STIFEL FINANCIAL CORP2,147,348$2.52亿0.21%-256,419减仓
Cerity Partners LLC1,959,885$2.30亿0.28%-9,072减仓
UBS Group AG1,877,272$2.20亿0.03%-1,107,855减仓
TRUIST FINANCIAL CORP1,870,174$2.20亿0.26%-125,554减仓
Janney Montgomery Scott LLC1,709,213$2.01亿0.39%-135,574减仓
RAYMOND JAMES FINANCIAL INC1,567,393$1.84亿0.05%-27,521减仓
BlackRock, Inc.1,521,468$1.79亿0.00%176,488加仓
Tanglewood Wealth Management, Inc.1,445,259$1.70亿14.44%-151,563减仓
HUNTINGTON NATIONAL BANK1,361,072$1.60亿0.78%87,417加仓
Dynasty Wealth Management, LLC1,257,130$1.48亿1.10%172,090加仓
Facet Wealth, Inc.1,212,867$1.42亿2.04%162,870加仓
Creative Planning1,147,868$1.35亿0.08%-28,969减仓
WestEnd Advisors, LLC1,099,976$1.29亿2.88%-105,888减仓
ROYAL BANK OF CANADA1,041,493$1.22亿0.02%-71,532减仓
Roehl & Yi Investment Advisors, LLC943,948$1.11亿4.02%943,948新建仓
Focus Partners Wealth922,315$1.08亿0.11%-41,515减仓
Cetera Investment Advisers885,965$1.04亿0.09%-11,349减仓
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.760,770$8,935.24万6.03%40,936加仓
EVERGREEN CAPITAL MANAGEMENT LLC730,746$8,582.62万1.50%-16,564减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO674,309$7,919.76万0.04%-1,039减仓
Strategic Point Investment Advisors, LLC667,170$7,835.91万10.21%27,780加仓
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.667,283$7,832.07万0.49%137,411加仓
WIT, LLC661,074$7,764.31万1.24%-1,602,848减仓
ARMSTRONG ADVISORY GROUP, INC657,428$7,721.49万4.70%-427,059减仓
CITIGROUP INC650,548$7,640.69万0.03%606,828加仓
PNC Financial Services Group, Inc.634,648$7,453.94万0.04%-8,756减仓
OpenArc Corporate Advisory, LLC575,601$6,760.43万0.80%99,733加仓
SAGESPRING WEALTH PARTNERS, LLC536,921$6,306.14万0.97%49,602加仓
Clarity Financial LLC536,456$6,300.68万5.35%-384,064减仓
Cambridge Investment Research Advisors, Inc.497,060$5,838.00万0.07%238,863加仓
Bank of New York Mellon Corp484,301$5,688.12万0.01%36,319加仓
Waverly Advisors, LLC468,365$5,500.94万0.32%13,312加仓
VICTORY CAPITAL MANAGEMENT INC442,453$5,196.61万0.03%-35,970减仓
OneDigital Investment Advisors LLC436,836$5,130.64万0.43%79,626加仓
FRANKLIN RESOURCES INC425,319$4,995.37万0.01%20,883加仓
KEYBANK NATIONAL ASSOCIATION/OH411,681$4,835.20万0.16%4,488加仓

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