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Ishares Trust Ibonds Dec 2029 Term Corporate Etf · 13F 机构持仓分析
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Ishares Trust Ibonds Dec 2029 Term Corporate Etf

IBDU
持有机构数
387
机构合计市值 (Q2 2026)
$30.86亿
机构合计股数 (Q2 2026)
1.33亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,708.1万股
261 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-719.5万股
107 · 38 清仓 · ≈
⚖️ 净额
+988.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$30.86亿
持有机构数
387
新买入
41
加仓
220
减仓
69
清仓
38
持股不变
57
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
SHUFRO ROSE & CO LLC
11.53%6.29%#1$2.01亿866.9万股$9,253.1万397.8万股+469.0万股+117.91%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#295$1.77亿763.1万股$1.70亿731.4万股+31.7万股+4.34%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
1.03%1.17%#52$1.50亿649.7万股$1.48亿638.1万股+11.6万股+1.82%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#312$1.50亿648.8万股$1.20亿509.8万股+138.9万股+27.25%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.17%0.17%#147$1.34亿578.5万股$1.17亿503.4万股+75.1万股+14.92%加仓
资本顾问公司CAPITAL ADVISORS INC/OK
1.75%1.9%#32$1.19亿514.0万股$1.18亿508.4万股+5.7万股+1.11%加仓
资本投资顾问Capital Investment Advisors, LLC
1.23%1.31%#46$9,346.8万403.6万股$8,988.1万386.4万股+17.2万股+4.44%加仓
瑞银集团UBS Group AG
0.01%0.01%#294$9,003.8万388.8万股$8,563.3万368.2万股+20.6万股+5.60%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#269$8,336.8万360.0万股$7,378.5万317.2万股+42.7万股+13.48%加仓
HM·佩森公司HM PAYSON & CO
0.96%0.95%#57$7,277.7万314.2万股$6,576.5万282.7万股+31.5万股+11.14%加仓
Lido顾问Lido Advisors, LLC
0.18%0.23%#139$6,607.4万285.3万股$7,599.1万326.7万股-41.4万股-12.67%减仓
LPL金融LPL Financial LLC
0.01%0.01%#288$5,805.5万250.7万股$5,543.2万238.3万股+12.4万股+5.18%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#313$5,302.5万228.9万股$5,444.2万234.1万股-5.1万股-2.18%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#308$5,142.2万222.0万股$4,943.2万212.5万股+9.5万股+4.47%加仓
SUMMITRY LLC
1.54%1.56%#38$4,683.9万202.2万股$4,432.2万190.6万股+11.7万股+6.13%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.05%#227$4,581.3万197.8万股$4,337.0万186.5万股+11.4万股+6.09%加仓
Sound View Wealth Advisors Group, LLC
2.72%2.79%#12$4,388.8万189.5万股$4,108.5万176.6万股+12.9万股+7.28%加仓
WOODMONT INVESTMENT COUNSEL LLC
2.24%2.51%#23$4,102.9万177.2万股$4,074.6万175.2万股+2.0万股+1.13%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#316$3,773.6万162.9万股$2,557.5万109.9万股+53.0万股+48.20%加仓
Klingman & Associates, LLC
1.6%1.76%#36$3,757.6万162.2万股$3,676.7万158.1万股+4.2万股+2.64%加仓
SIGMA INVESTMENT COUNSELORS INC
1.76%1.9%#31$3,616.2万156.1万股$3,589.5万154.3万股+1.8万股+1.18%加仓
Gratus Wealth Advisors, LLC
4.57%5.08%#3$3,591.0万155.1万股$3,510.1万150.9万股+4.1万股+2.74%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.96%1.16%#58$3,454.0万149.1万股$3,474.3万149.4万股-2,302股-0.15%减仓
Meiji Yasuda Life 保险Meiji Yasuda Life Insurance Co
1.01%0.94%#55$3,045.5万131.5万股$2,742.4万117.9万股+13.6万股+11.54%加仓
顶峰金融Summit Financial, LLC
0.31%0.33%#109$2,848.6万123.0万股$2,590.5万111.4万股+11.6万股+10.44%加仓
Kathmere Capital Management, LLC
1.5%1.65%#39$2,835.0万122.4万股$2,684.9万115.4万股+7.0万股+6.05%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.54%0.53%#85$2,834.3万122.4万股$2,750.2万118.2万股+4.1万股+3.50%加仓
RVW Wealth, LLC
1.85%2.08%#29$2,803.9万121.1万股$2,672.1万114.9万股+6.2万股+5.39%加仓
Advisors资本管理Advisors Capital Management, LLC
0.3%0.31%#112$2,795.9万120.7万股$2,644.6万113.7万股+7.0万股+6.18%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.04%#243$2,738.9万118.3万股$2,665.9万114.6万股+3.6万股+3.18%加仓
Seven Springs Wealth Group, LLC
5.87%6.26%#2$2,691.0万116.2万股$2,708.9万116.5万股-2,683股-0.23%减仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.93%0.93%#60$2,589.7万111.8万股$2,361.8万101.5万股+10.3万股+10.12%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.07%#204$2,171.9万93.8万股$1,876.9万80.7万股+13.1万股+16.21%加仓
MV CAPITAL MANAGEMENT, INC.
2.03%1.99%#25$2,026.3万87.1万股$2,026.3万87.1万股00.00%持仓不变
Summit Asset Management, LLC
2.36%2.52%#19$1,838.9万79.4万股$1,810.2万77.8万股+1.6万股+2.03%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.03%0.03%#260$1,769.7万76.4万股$1,519.5万65.3万股+11.1万股+16.97%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#373$1,715.7万74.1万股$1,430.5万61.5万股+12.6万股+20.46%加仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
0.56%0.52%#80$1,657.8万71.6万股$1,538.1万66.1万股+5.5万股+8.25%加仓
美国合众银行US BANCORP \DE\
0.02%0.02%#281$1,656.4万71.5万股$1,598.8万68.7万股+2.8万股+4.05%加仓
ARROW FINANCIAL CORP
1.36%1.5%#42$1,519.2万65.6万股$1,492.4万64.2万股+1.4万股+2.23%加仓
Ironwood Financial, llc
2.29%2.27%#21$1,465.1万63.7万股$1,300.4万55.9万股+7.8万股+13.89%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#293$1,421.0万61.4万股$1,309.7万56.3万股+5.0万股+8.96%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#272$1,401.4万60.5万股$1,380.9万59.4万股+1.1万股+1.92%加仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.22%0.17%#125$1,387.4万59.9万股$1,056.8万45.4万股+14.5万股+31.85%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#319$1,324.8万57.2万股$1,232.9万53.0万股+4.2万股+7.92%加仓
Windsor Capital Management, LLC
3.39%3.56%#8$1,303.0万56.3万股$1,263.8万54.3万股+1.9万股+3.55%加仓
Robertson Stephens 财富管理Robertson Stephens Wealth Management, LLC
0.32%0.37%#108$1,287.2万55.6万股$1,307.6万56.2万股-6,359股-1.13%减仓
Baltimore-Washington Financial Advisors, Inc.
0.48%0.51%#88$1,278.5万55.2万股$1,172.2万50.4万股+4.8万股+9.55%加仓
LYELL WEALTH MANAGEMENT, LP
0.78%0.86%#69$1,266.7万54.7万股$1,173.8万50.5万股+4.2万股+8.39%加仓
Probity Advisors, Inc.
1.79%1.84%#30$1,252.6万54.1万股$1,164.0万50.0万股+4.0万股+8.07%加仓

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