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IBDUIBDU
24 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

CAPTRUST FINANCIAL ADVISORS holds 764,126 shares of IBDU (ISHARES TR), worth $17.7M as of 2026-Q2. The position was increased (+17.0% shares). IBDU represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$17.7M

Current Shares

764,126

Total Value Change

+$17.6M

Total Shares Change

+762,289

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
764,126
+17.0%
$17.7M0.0%$22.99
33
2026-Q1
Increased
653,285
+10.6%
$15.2M0.0%$22.82
31
2025-Q4
Increased
590,443
+15.4%
$13.8M0.0%$22.79
32
2025-Q3
Increased
511,634
+26.9%
$12M0.0%$22.50
35
2025-Q2
Increased
403,174
+0.1%
$9.4M0.0%$22.11
28
2025-Q1
Increased
402,933
+13.3%
$9.3M0.0%$21.66
31
2024-Q4
Increased
355,527
+619.0%
$8.1M0.0%$21.19
44
2024-Q3
Increased
49,451
+19.4%
$1.2M0.0%$21.50
30
2024-Q2
Increased
41,398
+0.3%
$938,4820.0%$20.49
25
2024-Q1
Decreased
41,265
-2.1%
$941,6630.0%$20.38
0
2023-Q4
Increased
42,156
+30.7%
$972,5350.0%$20.44
32
2023-Q3
Decreased
32,255
-1.0%
$706,3810.0%$19.11
0
2023-Q2
Increased
32,587
+1.1%
$731,5740.0%$19.38
25
2023-Q1
Increased
32,248
+0.8%
$737,8300.0%$19.54
25
2022-Q4
Decreased
31,977
-16.2%
$708,9310.0%$18.81
0
2022-Q3
Decreased
38,173
-0.9%
$832,0000.0%$18.25
0
2022-Q2
Increased
38,523
+74.8%
$880,0000.0%$18.97
38
2022-Q1
Increased
22,037
+9.5%
$540,0000.0%$20.22
27
2021-Q4
Decreased
20,121
-5.0%
$530,0000.0%$21.63
0
2021-Q3
Increased
21,188
+1053.4%
$564,0000.0%$21.71
39
2021-Q2
Unchanged
1,837
0.0%
$49,0000.0%$21.76
0
2021-Q1
Unchanged
1,837
0.0%
$48,0000.0%$21.08
0
2020-Q4
Unchanged
1,837
0.0%
$50,0000.0%$22.09
0
2020-Q3
New
1,837
-
$50,0000.0%$21.57
28

Other major holders of IBDU: BANK OF AMERICA CORP /DE/, Aptus Capital Advisors, LLC

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