IBMQ — Ishares Ibonds Dec 2028 Term Muni Bond ETF 机构持仓 · 2026年Q3
谁持有 Ishares Ibonds Dec 2028 Term Muni Bond ETF（IBMQ）？2026年Q3（报告期截至 2026-09-30）共有 10 家机构在 SEC 13F 申报中报告持有，合计 2,091.52 万美元。前几大持有机构：Heartwood Wealth Advisors LLC（1,570.00 万美元）、Titleist Asset Management, LLC（250.00 万美元）、Legacy Private Trust Co.（99.36 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $15.7M | 623,294 | 增持 |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 99,639 | 增持 |
| 3 | Legacy Private Trust Co. | $993,608 | 39,523 | 持平 |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $797,064 | 31,705 | 减持 |
| 5 | Balefire, LLC | $322,873 | 12,843 | 持平 |
| 6 | Trust Co | $296,357 | 11,788 | 持平 |
| 7 | Farther Finance Advisors, LLC | $227,501 | 9,049 | 增持 |
| 8 | Bullock Wealth Management Group | $50,810 | 2,020 | 增持 |
| 9 | Bank of New Hampshire | $49,023 | 1,950 | 减持 |
| 10 | MassMutual Private Wealth & Trust, FSB | $3,394 | 135 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30