13FBOX
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND

TDTT
持有机构数
121
机构合计市值 (Q2 2026)
$24.56亿
机构合计股数 (Q2 2026)
1.03亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+203.6万股
63 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.5万股
44 · 9 清仓 · ≈
⚖️ 净额
+143.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$24.56亿
持有机构数
121
新买入
21
加仓
42
减仓
35
清仓
9
持股不变
23
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
北方信托NORTHERN TRUST CORP
0.25%0.28%#20$21.24亿8,884.8万股$21.38亿8,818.4万股+66.3万股+0.75%加仓
Bell Investment Advisors, Inc
7.22%7.58%#1$4,916.1万205.6万股$4,845.8万199.9万股+5.7万股+2.85%加仓
WEST PACES ADVISORS INC.
5.64%6.26%#3$3,364.4万140.7万股$3,230.2万133.3万股+7.5万股+5.59%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#60$3,226.5万134.9万股$3,211.3万132.5万股+2.5万股+1.86%加仓
Boltwood Capital Management
5.45%5.6%#4$2,380.4万99.6万股$2,194.4万90.5万股+9.0万股+9.97%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#85$2,376.1万99.4万股$2,079.9万85.5万股+13.9万股+16.25%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#70$1,957.3万81.9万股$1,524.0万62.9万股+19.0万股+30.20%加仓
5th Street Advisors, LLC
6.84%5.62%#2$1,797.1万75.2万股$1,305.8万53.9万股+21.3万股+39.53%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.03%#42$1,346.9万56.3万股$1,123.3万46.3万股+10.0万股+21.56%加仓
Valmark顾问Valmark Advisers, Inc.
0.12%0.14%#27$1,159.3万48.5万股$1,161.9万47.9万股+5,495股+1.15%加仓
VeraBank, N.A.
1.85%1.98%#8$1,115.4万46.6万股$1,080.3万44.6万股+2.1万股+4.67%加仓
HORIZON BANCORP INC /IN/
4.06%4.27%#5$865.4万36.2万股$888.6万36.7万股-4,654股-1.27%减仓
Klingman & Associates, LLC
0.27%0.31%#16$632.1万26.4万股$644.8万26.6万股-1,633股-0.61%减仓
Delos Wealth Advisors, LLC
3.02%2.78%#6$588.1万24.6万股$485.0万20.0万股+4.6万股+22.93%加仓
STRATEGIC INVESTMENT MANAGEMENT, LLC
1.96%2.41%#7$569.9万23.8万股$577.8万23.8万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#100$489.5万20.5万股$579.9万23.9万股-3.5万股-14.44%减仓
LAKE STREET PRIVATE WEALTH, LLC
0.55%0.64%#11$479.6万20.1万股$505.7万20.9万股-8,053股-3.86%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#99$466.4万19.5万股$615.9万25.4万股-5.9万股-23.23%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#88$415.8万17.4万股$397.5万16.4万股+9,927股+6.05%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#91$295.6万12.4万股$285.8万11.8万股+5,744股+4.87%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#80$286.1万12.0万股$299.4万12.4万股-3,888股-3.15%减仓
MONECO ADVISORS, LLC
0.17%0.06%#23$275.8万11.5万股$81.6万3.4万股+8.2万股+242.82%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#94$221.1万9.2万股$238.7万9.8万股-5,982股-6.08%减仓
Emerald Investment Advisers, LLC
0.12%0.16%#28$182.3万7.6万股$180.9万7.5万股+1,723股+2.31%加仓
Lynx Investment Advisory
0.55%1.01%#12$166.4万7.0万股$211.4万8.7万股-1.8万股-20.20%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#84$160.7万6.7万股$167.4万6.9万股-1,819股-2.63%减仓
VestGen 顾问VestGen Advisors, LLC
0.05%0.05%#37$160.4万6.7万股$170.4万7.0万股-2,959股-4.22%减仓
VestGen Investment Management
0.81%0.91%#9$152.2万6.4万股$164.4万6.8万股-4,191股-6.18%减仓
PARK NATIONAL CORP /OH/
0.05%0.05%#34$151.7万6.3万股$151.7万6.3万股00.00%持仓不变
TIEMANN INVESTMENT ADVISORS, LLC
0.41%0.45%#13$114.4万4.8万股$116.0万4.8万股00.00%持仓不变
Rossby Financial, LCC
0.2%0.3%#21$110.9万4.6万股$145.1万6.0万股-1.4万股-22.71%减仓
Dorsey & Whitney Trust CO LLC
0.05%0.06%#35$109.2万4.6万股$101.0万4.2万股+4,000股+9.60%加仓
TRB Wealth Management, LLC
0.14%0.13%#25$108.9万4.6万股$94.9万3.9万股+6,391股+16.33%加仓
共同顾问Mutual Advisors, LLC
0.02%0.02%#48$95.2万4.0万股$92.8万3.8万股+1,515股+3.96%加仓
Virtue Capital Management, LLC
0.13%#26$94.3万3.9万股$00股+3.9万股新买入
MARQUETTE ASSOCIATES, INC.
0.68%#10$93.6万3.9万股$00股+3.9万股新买入
GTS SECURITIES LLC
0.02%#47$89.1万3.7万股$00股+3.7万股新买入
Atria投资Atria Investments, Inc
0.01%0.01%#59$87.7万3.7万股$74.9万3.1万股+5,784股+18.73%加仓
Cornerstone National Bank & Trust Co
0.3%0.66%#15$87.4万3.7万股$180.4万7.5万股-3.8万股-50.51%减仓
First Heartland Consultants, Inc.
0.06%0.06%#33$85.4万3.6万股$72.6万3.0万股+5,784股+19.32%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.02%0.02%#43$80.9万3.4万股$71.8万3.0万股+4,219股+14.25%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#90$78.9万3.3万股$100.6万4.1万股-8,474股-20.43%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#79$73.1万3.1万股$77.4万3.2万股-1,356股-4.24%减仓
SIMON QUICK 顾问SIMON QUICK ADVISORS, LLC
0.03%0.03%#41$71.1万3.0万股$72.0万3.0万股+51股+0.17%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#92$66.8万2.8万股$53.4万2.2万股+5,920股+26.89%加仓
Granite Harbor Advisors, Inc.
0.25%0.31%#18$64.4万2.7万股$71.7万3.0万股-2,650股-8.96%减仓
BOK Financial Private Wealth, Inc.
0.03%#40$57.8万2.4万股$00股+2.4万股新买入
Trace Wealth Advisors, LLC
0.35%0.45%#14$53.7万2.2万股$59.6万2.5万股-2,151股-8.74%减仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#56$53.7万2.2万股$40.2万1.7万股+5,864股+35.36%加仓
FFT WEALTH MANAGEMENT LLC
0.08%0.13%#31$50.9万2.1万股$71.2万2.9万股-8,083股-27.53%减仓

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