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IBDSIBDS
18 quarters

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

Aptus Capital Advisors, LLC holds 9,261 shares of IBDS (ISHARES TR), worth $224,292 as of 2026-Q2. The position was increased (+60.8% shares). IBDS represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$224,292

Current Shares

9,261

Total Value Change

-$94.3M

Total Shares Change

-3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,261
+60.8%
$224,2920.0%$24.14
33
2026-Q1
Decreased
5,759
-7.0%
$139,5880.0%$23.90
0
2025-Q4
Decreased
6,195
-99.8%
$150,4050.0%$23.77
0
2025-Q3
Increased
2.8M
+8.4%
$68.1M0.5%$23.49
38
2025-Q2
Increased
2.6M
+6.5%
$62.7M0.5%$23.17
44
2025-Q1
Increased
2.4M
+12.5%
$58.6M0.6%$22.83
47
2024-Q4
Decreased
2.2M
-31.0%
$51.7M0.5%$22.45
0
2024-Q3
Increased
3.1M
+38.0%
$76.1M1.1%$22.51
61
2024-Q2
Increased
2.3M
+33.4%
$53.7M0.9%$21.67
53
2024-Q1
Increased
1.7M
+14.0%
$40.4M0.8%$21.50
47
2023-Q4
Increased
1.5M
+36.8%
$35.6M1.0%$21.46
53
2023-Q3
Decreased
1.1M
-58.4%
$25.2M0.7%$20.48
0
2023-Q2
Decreased
2.6M
-39.3%
$61.3M1.5%$20.58
0
2023-Q1
Decreased
4.3M
-18.7%
$102.4M2.8%$20.68
0
2022-Q4
Decreased
5.3M
-16.2%
$123.6M3.8%$20.16
0
2022-Q3
Decreased
6.3M
-8.3%
$145.1M3.5%$19.62
0
2022-Q2
Increased
6.9M
+81.5%
$164.2M4.3%$20.22
86
2022-Q1
New
3.8M
-
$94.5M2.4%$21.01
77

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

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