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Ishares Trust Ibonds Dec 2030 Term Treasury Etf · 13F 机构持仓分析
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Ishares Trust Ibonds Dec 2030 Term Treasury Etf

IBTK
持有机构数
175
机构合计市值 (Q2 2026)
$7.29亿
机构合计股数 (Q2 2026)
3,732.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+485.0万股
120 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-219.5万股
46 · 20 清仓 · ≈
⚖️ 净额
+265.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.29亿
持有机构数
175
新买入
22
加仓
98
减仓
26
清仓
20
持股不变
29
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
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#106$6,152.8万314.9万股$7,359.0万373.2万股-58.3万股-15.62%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.07%0.08%#59$5,592.2万286.2万股$5,230.0万265.2万股+21.0万股+7.91%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#140$3,967.5万203.0万股$3,616.0万183.4万股+19.7万股+10.73%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#117$2,702.8万138.3万股$2,490.7万126.3万股+12.0万股+9.51%加仓
TITLEIST ASSET MANAGEMENT, LLC
1.81%1.83%#7$2,684.4万137.4万股$2,425.7万123.0万股+14.4万股+11.69%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#160$2,642.1万135.2万股$1,505.6万76.4万股+58.9万股+77.09%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.14%0.15%#38$2,619.8万134.2万股$2,438.2万123.6万股+10.5万股+8.53%加仓
HM·佩森公司HM PAYSON & CO
0.31%0.2%#20$2,352.1万120.4万股$1,385.8万70.3万股+50.1万股+71.29%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.04%0.04%#71$2,068.5万105.9万股$1,395.8万70.8万股+35.1万股+49.55%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.11%0.11%#44$1,973.6万101.0万股$1,819.6万92.3万股+8.7万股+9.46%加仓
Journey Advisory Group, LLC
1.35%1.43%#9$1,764.0万90.3万股$1,679.0万85.1万股+5.1万股+6.03%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#137$1,385.1万70.9万股$1,355.6万68.7万股+2.2万股+3.16%加仓
MKT Advisors LLC
4.3%4.43%#5$1,384.9万71.2万股$1,322.8万67.2万股+4.0万股+5.90%加仓
Wealth Management Strategies, Inc.
5.24%5.94%#3$1,342.1万68.7万股$1,313.1万66.6万股+2.1万股+3.15%加仓
Denver PWM, LLC
4.35%4.69%#4$1,330.5万68.5万股$1,363.7万69.5万股-9,579股-1.38%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#151$1,300.1万66.5万股$1,365.7万69.3万股-2.7万股-3.93%减仓
Probity Advisors, Inc.
1.68%1.71%#8$1,174.9万60.1万股$1,082.2万54.9万股+5.3万股+9.57%加仓
Legacy Private Trust Co.
0.62%0.66%#13$1,128.4万57.7万股$1,075.8万54.6万股+3.2万股+5.86%加仓
SHELTON WEALTH MANAGEMENT, LLC
4.25%4.44%#6$1,083.4万55.4万股$1,015.8万51.5万股+3.9万股+7.64%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.04%#79$1,056.9万54.1万股$986.3万50.0万股+4.1万股+8.15%加仓
贝拉德公司BAILARD, INC.
0.21%0.24%#31$1,047.4万53.6万股$1,063.7万53.9万股-3,360股-0.62%减仓
Waycross Investment Management Co
7.9%9.81%#1$1,037.6万53.1万股$1,027.6万52.1万股+9,933股+1.91%加仓
EIGHT 31 FINANCIAL, LLC
6.02%5.99%#2$1,011.7万51.8万股$992.1万50.3万股+1.5万股+2.92%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#152$970.4万49.7万股$987.2万50.1万股-4,004股-0.80%减仓
Krilogy Financial LLC
0.29%0.29%#24$968.3万49.6万股$911.7万46.2万股+3.3万股+7.24%加仓
Heartwood Wealth Advisors LLC
0.75%0.84%#12$964.8万49.4万股$957.9万48.6万股+8,024股+1.65%加仓
Trust Co
0.86%0.9%#11$958.6万49.1万股$958.1万48.6万股+4,745股+0.98%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#159$943.8万48.3万股$242.2万12.2万股+36.1万股+296.34%加仓
Arax顾问Arax Advisory Partners
0.06%#62$898.8万46.0万股$00股+46.0万股新买入
Snowden Capital 顾问Snowden Capital Advisors LLC
0.21%0.24%#32$887.4万45.4万股$885.8万44.9万股+4,949股+1.10%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#144$833.3万42.6万股$1,601.1万81.2万股-38.5万股-47.47%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#150$774.0万39.6万股$773.2万39.2万股+4,040股+1.03%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#118$697.5万35.7万股$628.4万31.9万股+3.8万股+12.02%加仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.1%#49$630.9万32.3万股$00股+32.3万股新买入
REBALANCE, LLC
0.3%0.3%#22$581.3万29.7万股$519.5万26.3万股+3.4万股+12.94%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#108$556.7万28.5万股$503.8万25.5万股+2.9万股+11.52%加仓
Stockman Wealth Management, Inc.
0.56%0.58%#14$540.8万27.7万股$524.5万26.6万股+1.1万股+4.06%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#115$533.2万27.3万股$495.4万25.1万股+2.2万股+8.61%加仓
中央信托CENTRAL TRUST Co
0.09%0.1%#52$518.6万26.5万股$504.2万25.6万股+9,740股+3.81%加仓
Asset Dedication, LLC
0.31%0.32%#21$494.4万25.3万股$452.8万23.0万股+2.3万股+10.20%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.06%0.06%#61$458.9万23.5万股$430.7万21.8万股+1.6万股+7.53%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.19%0.24%#35$449.5万23.0万股$403.7万20.5万股+2.5万股+12.36%加仓
Accretive Wealth Partners, LLC
1.01%0.95%#10$413.8万21.2万股$337.3万17.1万股+4.1万股+23.82%加仓
CHATHAM CAPITAL GROUP, INC.
0.5%0.53%#15$387.6万19.8万股$366.8万18.6万股+1.2万股+6.66%加仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.14%0.14%#39$386.5万19.8万股$346.3万17.6万股+2.2万股+12.64%加仓
平行顾问Parallel Advisors, LLC
0.06%0.06%#63$384.4万19.7万股$358.8万18.2万股+1.5万股+8.11%加仓
Janney Montgomery Scott LLC
0.01%0.01%#111$383.9万19.6万股$371.6万18.8万股+8,041股+4.27%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.02%#95$371.7万19.0万股$198.0万10.0万股+9.0万股+89.43%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#149$331.4万17.0万股$271.9万13.8万股+3.2万股+23.01%加仓
BOSTON FAMILY OFFICE LLC
0.2%0.19%#34$321.3万16.4万股$280.9万14.2万股+2.2万股+15.41%加仓

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