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Ishares Trust Ibonds Dec 2030 Term Corporate Etf · 13F 机构持仓分析
期权收益计算器 机构排行
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Ishares Trust Ibonds Dec 2030 Term Corporate Etf

IBDV
持有机构数
349
机构合计市值 (Q2 2026)
$24.59亿
机构合计股数 (Q2 2026)
1.13亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,090.2万股
237 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-276.8万股
79 · 16 清仓 · ≈
⚖️ 净额
+813.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$24.59亿
持有机构数
349
新买入
30
加仓
207
减仓
63
清仓
16
持股不变
49
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
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#245$2.10亿961.5万股$1.99亿906.9万股+54.7万股+6.03%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.92%1.04%#44$1.34亿615.0万股$1.32亿604.2万股+10.8万股+1.79%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.17%0.17%#112$1.32亿607.5万股$1.18亿537.4万股+70.0万股+13.03%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#287$9,754.3万447.4万股$6,444.4万290.9万股+156.5万股+53.79%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#213$9,537.7万437.5万股$9,422.7万430.5万股+7.1万股+1.64%加仓
资本投资顾问Capital Investment Advisors, LLC
1.22%1.3%#35$9,297.4万426.5万股$8,915.8万407.3万股+19.2万股+4.71%加仓
资本顾问公司CAPITAL ADVISORS INC/OK
1.04%1.13%#42$7,092.2万325.3万股$7,038.1万321.5万股+3.8万股+1.18%加仓
瑞银集团UBS Group AG
0.01%0.01%#263$6,598.4万302.7万股$4,634.3万211.7万股+91.0万股+42.97%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#255$6,578.6万301.8万股$6,411.9万292.9万股+8.9万股+3.02%加仓
HM·佩森公司HM PAYSON & CO
0.79%0.78%#48$5,943.8万272.7万股$5,372.7万245.4万股+27.2万股+11.09%加仓
HighTower顾问HighTower Advisors, LLC
0.05%0.05%#178$5,473.7万251.1万股$5,160.3万235.7万股+15.3万股+6.51%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#265$5,459.0万250.4万股$5,498.1万251.2万股-7,549股-0.30%减仓
Sound View Wealth Advisors Group, LLC
2.54%2.6%#11$4,098.5万188.0万股$3,822.7万174.6万股+13.4万股+7.65%加仓
Klingman & Associates, LLC
1.59%1.73%#26$3,740.0万171.6万股$3,612.6万165.0万股+6.5万股+3.95%加仓
SIGMA INVESTMENT COUNSELORS INC
1.76%1.9%#23$3,621.1万166.1万股$3,598.2万164.4万股+1.7万股+1.05%加仓
Gratus Wealth Advisors, LLC
4.55%5.07%#3$3,578.1万164.1万股$3,502.0万160.0万股+4.2万股+2.59%加仓
Lido顾问Lido Advisors, LLC
0.09%0.13%#142$3,488.1万160.0万股$4,334.8万198.0万股-38.0万股-19.20%减仓
顶峰金融Summit Financial, LLC
0.37%0.45%#74$3,358.2万154.0万股$3,523.5万161.0万股-6.9万股-4.30%减仓
LPL金融LPL Financial LLC
0.01%0.01%#268$3,257.9万149.4万股$2,272.2万103.8万股+45.6万股+43.97%加仓
Kathmere Capital Management, LLC
1.55%2.02%#28$2,939.6万134.8万股$3,285.6万150.1万股-15.3万股-10.16%减仓
RVW Wealth, LLC
1.88%2.06%#21$2,854.2万130.9万股$2,640.2万120.6万股+10.3万股+8.55%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.77%0.85%#49$2,776.6万127.4万股$2,557.0万116.8万股+10.6万股+9.04%加仓
NewEdge顾问NewEdge Advisors, LLC
0.08%0.09%#160$2,657.9万121.9万股$2,514.7万114.9万股+7.0万股+6.13%加仓
WOODMONT INVESTMENT COUNSEL LLC
1.44%1.44%#29$2,632.2万120.7万股$2,329.9万106.4万股+14.3万股+13.45%加仓
美国合众银行US BANCORP \DE\
0.03%0.03%#209$2,611.6万119.8万股$2,553.2万116.6万股+3.2万股+2.71%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#226$2,376.7万109.0万股$2,321.0万106.0万股+3.0万股+2.82%加仓
Advisors资本管理Advisors Capital Management, LLC
0.24%0.25%#93$2,264.8万103.9万股$2,143.9万97.9万股+6.0万股+6.08%加仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.8%0.76%#47$2,227.4万102.2万股$1,929.9万88.2万股+14.0万股+15.89%加仓
MV CAPITAL MANAGEMENT, INC.
2.02%1.98%#19$2,014.1万92.0万股$2,014.1万92.0万股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
0.07%0.08%#166$1,848.4万84.8万股$1,562.4万71.4万股+13.4万股+18.79%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.06%0.05%#176$1,738.7万79.8万股$1,422.7万65.0万股+14.8万股+22.71%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#336$1,699.0万77.9万股$1,429.0万65.3万股+12.7万股+19.39%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#221$1,663.1万76.3万股$1,568.4万71.6万股+4.6万股+6.48%加仓
ARROW FINANCIAL CORP
1.37%1.51%#31$1,532.2万70.3万股$1,499.4万68.5万股+1.8万股+2.61%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#298$1,487.5万68.2万股$1,414.5万64.6万股+3.6万股+5.60%加仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
0.48%0.44%#64$1,424.5万65.3万股$1,289.8万58.9万股+6.4万股+10.90%加仓
Janney Montgomery Scott LLC
0.03%0.03%#211$1,419.0万65.1万股$1,186.0万54.2万股+10.9万股+20.14%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#220$1,404.7万64.4万股$1,362.9万62.3万股+2.2万股+3.49%加仓
Ironwood Financial, llc
2.18%2.12%#16$1,392.2万64.5万股$1,216.3万55.6万股+8.9万股+16.00%加仓
MarinerMariner, LLC
0.01%0.02%#244$1,291.9万59.3万股$1,436.5万65.6万股-6.4万股-9.69%减仓
PFG Private Wealth Management, LLC
5.38%5.76%#1$1,242.6万57.0万股$1,359.5万62.1万股-5.1万股-8.22%减仓
Probity Advisors, Inc.
1.78%1.8%#22$1,241.7万57.0万股$1,136.1万51.9万股+5.1万股+9.75%加仓
中央信托CENTRAL TRUST Co
0.21%0.22%#102$1,174.2万53.9万股$1,097.9万50.2万股+3.7万股+7.39%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#231$1,164.7万53.4万股$1,064.1万48.6万股+4.8万股+9.91%加仓
LYELL WEALTH MANAGEMENT, LP
0.66%0.75%#52$1,073.9万49.3万股$1,024.4万46.8万股+2.5万股+5.26%加仓
REBALANCE, LLC
0.55%0.61%#58$1,055.1万48.4万股$1,046.4万47.8万股+5,966股+1.25%加仓
格伦维尤信托Glenview Trust Co
0.16%0.17%#113$1,052.5万48.1万股$1,052.5万48.1万股00.00%持仓不变
MinichMacGregor Wealth Management, LLC
1.57%1.76%#27$1,033.7万47.4万股$997.7万45.6万股+1.8万股+4.04%加仓
Parkway Wealth Management Group, LLC
1.17%1.28%#38$1,016.5万46.6万股$1,014.8万46.3万股+3,349股+0.72%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#302$1,012.7万46.5万股$846.6万38.7万股+7.8万股+20.11%加仓

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