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IBDS
Showing 8 of 17 quarters

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

Aptus Capital Advisors, LLC holds 5,759 shares of IBDS (ISHARES TR), worth $139,588 as of 2026-Q1. The position was decreased (-7.0% shares). IBDS represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$139,588

Current Shares

5,759

Total Value Change

-$53.6M

Total Shares Change

-2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
5,759
-7.0%
$139,5880.0%$24.26
0
2025-Q4
Decreased
6,195
-99.8%
$150,4050.0%$24.21
0
2025-Q3
Increased
2.8M
+8.4%
$68.1M0.5%$23.91
38
2025-Q2
Increased
2.6M
+6.5%
$62.7M0.5%$23.56
44
2025-Q1
Increased
2.4M
+12.5%
$58.6M0.6%$23.23
47
2024-Q4
Decreased
2.2M
-31.0%
$51.7M0.5%$22.86
0
2024-Q3
Increased
3.1M
+38.0%
$76.1M1.1%$22.94
61
2024-Q2
Increased
2.3M
+33.4%
$53.7M0.9%$22.06
53

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

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