Question 1

How many shares of IBDM does Aptus Capital Advisors, LLC own?

Accepted Answer

Aptus Capital Advisors, LLC previously held 0 shares of IBDM (iShares iBonds Dec 2021 Term Co) before exiting the position in 2021-Q4.

Question 2

What is Aptus Capital Advisors, LLC's IBDM position worth?

Accepted Answer

Aptus Capital Advisors, LLC's IBDM position was last reported at $0 in 2021-Q4 before the exit.

Question 3

Is Aptus Capital Advisors, LLC buying or selling IBDM?

Accepted Answer

In 2021-Q4, Aptus Capital Advisors, LLC exited their IBDM position entirely (-100.0% change in shares).

Question 4

When did Aptus Capital Advisors, LLC first buy IBDM?

Accepted Answer

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in IBDM in 2019-Q1. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$24.72	0
2021-Q3	Decreased	2.5M	-31.0%	$61.9M	1.6%	$24.72	0
2021-Q2	Increased	3.6M	+14.3%	$90M	2.6%	$24.78	58
2021-Q1	Increased	3.2M	+16.6%	$78.9M	2.8%	$24.84	59
2020-Q4	Increased	2.7M	+25.0%	$67.9M	3.1%	$24.89	67
2020-Q3	Increased	2.2M	+34.1%	$54.5M	2.9%	$25.05	65
2020-Q2	Increased	1.6M	+33.3%	$40.8M	2.6%	$25.11	64
2020-Q1	Increased	1.2M	+25.2%	$30M	2.6%	$24.61	61
2019-Q4	Increased	973,417	+19.3%	$24.3M	1.7%	$24.94	53
2019-Q3	Increased	815,963	+35.7%	$20.4M	1.1%	$24.97	58
2019-Q2	Increased	601,253	+18.2%	$15M	2.1%	$24.93	57
2019-Q1	New	508,821	-	$12.6M	2.1%	$24.72	72

IBDM12 quarters

IBDM
12 quarters