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IBDT
Showing 8 of 16 quarters

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

Aptus Capital Advisors, LLC holds 586 shares of IBDT (ISHARES TR), worth $14,843 as of 2026-Q1. The position was decreased (-42.7% shares). IBDT represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$14,843

Current Shares

586

Total Value Change

-$59.8M

Total Shares Change

-2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
586
-42.7%
$14,8430.0%$25.43
0
2025-Q4
Increased
1,022
+70.0%
$26,0150.0%$25.37
29
2025-Q3
Increased
601
+0.3%
$15,3380.0%$25.03
18
2025-Q2
Decreased
599
-100.0%
$15,2270.0%$24.64
0
2025-Q1
Increased
2.3M
+12.5%
$59M0.6%$24.22
47
2024-Q4
Decreased
2.1M
-37.7%
$51.7M0.5%$23.73
0
2024-Q3
Increased
3.3M
+38.0%
$85M1.3%$23.97
62
2024-Q2
Increased
2.4M
+33.4%
$59.8M1.1%$22.94
60

Other major holders of IBDT: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

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