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ISHARES IBONDS DEC 2035 TERM CORPORATE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES IBONDS DEC 2035 TERM CORPORATE ETF

IBCA
持有机构数
92
机构合计市值 (Q2 2026)
$2.75亿
机构合计股数 (Q2 2026)
1,072.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+178.2万股
63 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-24.1万股
17 · 5 清仓 · ≈
⚖️ 净额
+154.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.75亿
持有机构数
92
新买入
20
加仓
43
减仓
12
清仓
5
持股不变
17
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
资本投资顾问Capital Investment Advisors, LLC
0.86%0.86%#10$6,494.8万253.6万股$5,860.4万228.6万股+25.0万股+10.96%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#66$2,395.4万93.5万股$2,067.8万80.6万股+12.9万股+15.98%加仓
ARROW FINANCIAL CORP
1.41%1.51%#5$1,576.4万61.6万股$1,504.9万58.7万股+2.9万股+4.87%加仓
MB, LEVIS & ASSOCIATES, LLC
5.12%5.73%#1$1,388.2万54.2万股$1,373.8万53.6万股+6,266股+1.17%加仓
摩根士丹利MORGAN STANLEY
<0.01%#72$1,347.5万52.6万股$00股+52.6万股新买入
MV CAPITAL MANAGEMENT, INC.
1.18%1.16%#8$1,177.4万45.9万股$1,177.4万45.9万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#46$1,029.9万40.2万股$890.9万34.7万股+5.5万股+15.74%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#61$1,006.3万39.3万股$982.9万38.3万股+9,507股+2.48%加仓
Guidance Point Advisors, LLC
1.5%1.6%#4$712.1万27.8万股$676.1万26.4万股+1.4万股+5.44%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#62$690.5万27.0万股$681.1万26.6万股+3,960股+1.49%加仓
Lido顾问Lido Advisors, LLC
0.02%0.02%#41$638.9万24.9万股$644.6万25.1万股-1,946股-0.77%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#71$581.2万22.7万股$494.8万19.3万股+3.4万股+17.58%加仓
Krilogy Financial LLC
0.15%0.17%#20$516.3万20.2万股$530.5万20.6万股-4,340股-2.11%减仓
Paradigm, Strategies in Wealth Management, LLC
3.03%2.58%#2$498.0万19.4万股$380.5万14.8万股+4.6万股+31.04%加仓
4Thought Financial Group Inc.
2.25%2.28%#3$479.0万18.7万股$460.2万17.9万股+7,583股+4.23%加仓
Probity Advisors, Inc.
0.66%0.57%#13$459.1万17.9万股$359.5万14.0万股+3.9万股+27.86%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.04%0.05%#33$403.3万15.7万股$469.1万18.3万股-2.5万股-13.93%减仓
汉考克·惠特尼公司HANCOCK WHITNEY CORP
0.06%0.05%#27$384.4万15.0万股$268.9万10.5万股+4.5万股+43.11%加仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#57$308.4万12.0万股$228.3万8.9万股+3.1万股+35.24%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#54$282.6万11.2万股$191.9万7.5万股+3.7万股+49.15%加仓
Addison Advisors LLC
1.23%1.05%#6$259.5万10.1万股$476.9万18.6万股-8.5万股-45.52%减仓
Stonebrook Private Inc.
0.44%0.5%#15$239.9万9.4万股$236.3万9.2万股+1,524股+1.65%加仓
ADIRONDACK TRUST CO
0.7%0.71%#12$236.2万9.2万股$210.3万8.2万股+1.0万股+12.43%加仓
INSTRUMENTAL WEALTH, LLC
1.19%1.44%#7$235.1万9.2万股$234.3万9.1万股+390股+0.43%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#77$222.4万8.7万股$145.1万5.7万股+3.0万股+53.42%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%<0.01%#50$220.2万8.6万股$114.1万4.5万股+4.1万股+93.22%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#81$206.0万8.0万股$171.0万6.7万股+1.4万股+20.66%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.03%0.07%#34$199.3万7.8万股$195.6万7.6万股+1,522股+2.00%加仓
Archford Capital Strategies, LLC
0.2%0.24%#17$195.0万7.6万股$207.3万8.1万股-4,701股-5.81%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#78$192.2万7.5万股$212.9万8.3万股-7,968股-9.60%减仓
Marathon Mission, Inc.
0.9%#9$179.8万7.0万股$00股+7.0万股新买入
大西洋联合银行Atlantic Union Bankshares Corp
0.03%0.04%#36$155.9万6.1万股$209.5万8.2万股-2.1万股-25.52%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#64$133.6万5.2万股$122.7万4.8万股+4,295股+8.97%加仓
MCF 顾问MCF Advisors LLC
0.04%0.05%#32$121.4万4.7万股$121.6万4.7万股00.00%持仓不变
Stokes Family Office, LLC
0.13%0.07%#21$115.1万4.5万股$66.7万2.6万股+1.9万股+72.88%加仓
LYELL WEALTH MANAGEMENT, LP
0.07%#26$107.9万4.2万股$00股+4.2万股新买入
Segment Wealth Management, LLC
0.05%0.04%#29$99.9万3.9万股$72.3万2.8万股+1.1万股+38.25%加仓
Gilbert & Cook, Inc.
0.11%0.13%#23$98.0万3.8万股$98.1万3.8万股00.00%持仓不变
ASSOCIATED BANC-CORP
0.02%0.02%#39$96.6万3.8万股$80.6万3.1万股+6,310股+20.08%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.01%<0.01%#45$96.5万3.8万股$32.1万1.3万股+2.5万股+200.52%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.01%0.01%#48$94.3万3.7万股$94.4万3.7万股00.00%持仓不变
平行顾问Parallel Advisors, LLC
0.01%0.01%#44$87.4万3.4万股$76.9万3.0万股+4,160股+13.88%加仓
Daviman Financial, LLC
0.47%0.43%#14$84.3万3.3万股$72.6万2.8万股+4,618股+16.31%加仓
LITTLE HOUSE CAPITAL LLC
0.19%0.21%#18$83.7万3.3万股$80.9万3.2万股+1,118股+3.54%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#87$81.9万3.2万股$00股+3.2万股新买入
CFG Wealth Management Services, Inc.
0.73%0.7%#11$77.0万3.0万股$77.0万3.0万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%#88$73.6万2.9万股$00股+2.9万股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#70$64.8万2.5万股$00股+2.5万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#76$56.8万2.2万股$29.1万1.1万股+1.1万股+95.34%加仓
DEARBORN PARTNERS LLC
0.03%0.03%#35$52.7万2.1万股$52.7万2.1万股00.00%持仓不变

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