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IBDRIBDR
Showing 5 of 14 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in ISHARES TR

Aptus Capital Advisors, LLC holds 19,347 shares of IBDR (ISHARES TR), worth $468,778 as of 2026-Q2. The position was increased (+35.0% shares). IBDR represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$468,778

Current Shares

19,347

Total Value Change

+$453,719

Total Shares Change

+18,726

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
19,347
+35.0%
$468,7780.0%$24.07
31
2026-Q1
Decreased
14,336
-2.9%
$347,5050.0%$23.84
0
2025-Q4
Increased
14,764
+131.6%
$357,7320.0%$23.67
38
2025-Q3
Increased
6,374
+926.4%
$154,8880.0%$23.41
36
2025-Q2
New
621
-
$15,0590.0%$23.12
25

Other major holders of IBDR: BANK OF AMERICA CORP /DE/

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