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Ishares Trust Ibonds Dec 2026 Term Treasury Etf · 13F 机构持仓分析
期权收益计算器 机构排行
I

Ishares Trust Ibonds Dec 2026 Term Treasury Etf

IBTG
持有机构数
319
机构合计市值 (Q2 2026)
$18.91亿
机构合计股数 (Q2 2026)
8,260.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+870.2万股
140 · 26 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-937.8万股
145 · 31 清仓 · ≈
⚖️ 净额
-67.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$18.91亿
持有机构数
319
新买入
26
加仓
114
减仓
114
清仓
31
持股不变
65
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
HM·佩森公司HM PAYSON & CO
1.72%1.95%#13$1.29亿565.7万股$1.35亿590.8万股-25.1万股-4.25%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#242$9,851.7万430.4万股$9,517.6万415.3万股+15.0万股+3.62%加仓
摩根士丹利MORGAN STANLEY
<0.01%0.01%#255$9,136.7万399.2万股$8,940.9万389.6万股+9.6万股+2.46%加仓
NorthCoast 资产管理NorthCoast Asset Management LLC
1.75%2.42%#12$7,918.9万346.0万股$1.04亿454.9万股-108.9万股-23.95%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.32%0.29%#53$6,468.9万282.6万股$3,656.4万159.6万股+123.0万股+77.11%加仓
NewEdge顾问NewEdge Advisors, LLC
0.18%0.16%#87$6,176.3万269.8万股$4,420.0万192.9万股+76.9万股+39.89%加仓
LPL金融LPL Financial LLC
0.01%0.01%#204$5,731.7万250.4万股$5,487.9万239.5万股+10.9万股+4.56%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.07%0.09%#131$5,578.5万243.7万股$5,782.6万252.3万股-8.6万股-3.42%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#225$5,480.0万239.4万股$5,417.4万236.4万股+3.0万股+1.27%加仓
资本投资顾问Capital Investment Advisors, LLC
0.7%0.83%#28$5,351.4万233.8万股$5,695.0万248.5万股-14.7万股-5.93%减仓
Connecticut 财富管理Connecticut Wealth Management, LLC
1.63%1.73%#14$4,406.2万192.5万股$4,124.2万180.0万股+12.5万股+6.95%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.24%0.26%#69$4,369.5万190.9万股$4,261.4万186.0万股+4.9万股+2.62%加仓
Financial Advisory Corp
4.83%5.1%#5$3,642.1万159.1万股$3,672.2万160.3万股-1.1万股-0.71%减仓
SUMMITRY LLC
1.17%1.24%#19$3,558.9万155.5万股$3,505.2万153.0万股+2.5万股+1.64%加仓
Arax顾问Arax Advisory Partners
0.23%#74$3,520.6万153.8万股$00股+153.8万股新买入
瑞银集团UBS Group AG
<0.01%0.01%#259$3,381.1万147.7万股$3,681.7万160.7万股-13.0万股-8.06%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#233$3,230.3万141.1万股$3,128.0万136.5万股+4.6万股+3.38%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#226$3,173.3万138.6万股$3,873.8万169.1万股-30.4万股-18.00%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.16%0.18%#96$2,916.5万127.4万股$2,347.1万102.4万股+25.0万股+24.40%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.31%0.38%#56$2,336.4万102.1万股$2,613.4万114.0万股-12.0万股-10.50%减仓
Krilogy Financial LLC
0.67%0.68%#32$2,273.4万99.3万股$2,104.7万92.0万股+7.3万股+7.94%加仓
OneAscent Financial Services LLC
1%1.12%#23$2,086.7万91.2万股$2,076.3万90.6万股+5,539股+0.61%加仓
Horizon Advisory Services, Inc.
8.64%10.3%#2$2,054.0万89.7万股$2,012.6万87.8万股+1.9万股+2.17%加仓
MKT Advisors LLC
5.75%5.96%#3$1,849.1万81.0万股$1,776.9万77.8万股+3.2万股+4.11%加仓
卡内基投资顾问Carnegie Investment Counsel
0.36%0.38%#47$1,774.5万77.5万股$1,929.8万84.2万股-6.7万股-7.94%减仓
Apella资本Apella Capital, LLC
0.24%0.26%#71$1,687.0万73.9万股$1,777.5万77.7万股-3.8万股-4.90%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#224$1,672.5万73.1万股$1,538.5万67.1万股+5.9万股+8.83%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.03%#189$1,630.0万71.2万股$1,760.3万76.8万股-5.6万股-7.29%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.16%0.18%#95$1,609.1万70.3万股$1,591.0万69.4万股+8,636股+1.24%加仓
MV CAPITAL MANAGEMENT, INC.
1.6%1.56%#16$1,594.0万69.6万股$1,594.0万69.6万股00.00%持仓不变
Denver PWM, LLC
5.17%5.26%#4$1,582.5万69.2万股$1,529.2万66.9万股+2.3万股+3.51%加仓
CreativeOne Wealth, LLC
0.31%0.25%#54$1,454.2万63.5万股$1,091.2万47.6万股+15.9万股+33.41%加仓
Scissortail Wealth Management, LLC
2.76%2.82%#8$1,435.2万62.7万股$1,404.9万61.3万股+1.4万股+2.27%加仓
Delta Wealth Advisors LLC
9.54%10.74%#1$1,335.8万58.4万股$1,411.4万61.6万股-3.2万股-5.26%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#192$1,281.2万56.0万股$1,212.7万52.9万股+3.1万股+5.77%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#296$1,173.3万51.3万股$1.3万554股+51.2万股+92,422.56%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#285$1,171.4万51.2万股$1,129.5万49.3万股+1.9万股+3.83%加仓
全球退休合伙人Global Retirement Partners, LLC
0.18%#90$1,160.3万50.7万股$00股+50.7万股新买入
Wealth Management Strategies, Inc.
4.43%5.35%#6$1,134.6万49.6万股$1,182.0万51.6万股-2.0万股-3.90%减仓
MONEY CONCEPTS CAPITAL CORP
0.52%0.09%#42$1,128.9万49.3万股$168.3万7.3万股+42.0万股+571.39%加仓
Baltimore-Washington Financial Advisors, Inc.
0.42%0.48%#44$1,120.0万48.9万股$1,112.1万48.5万股+3,983股+0.82%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.05%0.05%#143$1,110.2万48.5万股$980.0万42.8万股+5.7万股+13.41%加仓
Asset Advisors Investment Management, LLC
1.01%1.06%#22$1,100.8万48.1万股$1,109.6万48.4万股-3,293股-0.68%减仓
Stratos Wealth Advisors, LLC
0.58%0.85%#38$1,065.2万46.5万股$1,379.1万60.2万股-13.6万股-22.68%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.05%<0.01%#147$1,043.9万45.6万股$72.6万3.2万股+42.4万股+1,339.63%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#228$984.9万43.0万股$1,041.9万45.5万股-2.4万股-5.37%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#207$963.0万42.1万股$1,084.7万47.3万股-5.3万股-11.12%减仓
Asset Dedication, LLC
0.58%0.56%#40$918.4万40.1万股$795.0万34.7万股+5.4万股+15.66%加仓
BIP Wealth, LLC
0.26%0.49%#63$912.5万39.9万股$1,214.6万53.0万股-13.1万股-24.78%减仓
Midwest Professional Planners, LTD.
1.77%1.97%#11$901.2万39.4万股$836.0万36.5万股+2.9万股+7.92%加仓

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