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IBDTIBDT
17 quarters

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

Aptus Capital Advisors, LLC holds 1,910 shares of IBDT (ISHARES TR), worth $48,228 as of 2026-Q2. The position was increased (+225.9% shares). IBDT represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$48,228

Current Shares

1,910

Total Value Change

-$95.4M

Total Shares Change

-3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1,910
+225.9%
$48,2280.0%$25.07
33
2026-Q1
Decreased
586
-42.7%
$14,8430.0%$24.87
0
2025-Q4
Increased
1,022
+70.0%
$26,0150.0%$24.81
29
2025-Q3
Increased
601
+0.3%
$15,3380.0%$24.49
18
2025-Q2
Decreased
599
-100.0%
$15,2270.0%$24.12
0
2025-Q1
Increased
2.3M
+12.5%
$59M0.6%$23.69
47
2024-Q4
Decreased
2.1M
-37.7%
$51.7M0.5%$23.18
0
2024-Q3
Increased
3.3M
+38.0%
$85M1.3%$23.40
62
2024-Q2
Increased
2.4M
+33.4%
$59.8M1.1%$22.44
60
2024-Q1
Decreased
1.8M
-17.0%
$45M0.8%$22.31
0
2023-Q4
Decreased
2.2M
-14.1%
$54.7M1.5%$22.30
0
2023-Q3
Decreased
2.5M
-30.4%
$61M1.7%$21.04
0
2023-Q2
Decreased
3.6M
-11.6%
$89.3M2.1%$21.22
0
2023-Q1
Decreased
4.1M
-2.6%
$102.9M2.8%$21.39
0
2022-Q4
Decreased
4.2M
-16.2%
$102.8M3.2%$20.70
0
2022-Q3
Increased
5.1M
+32.1%
$120.1M2.9%$20.02
66
2022-Q2
New
3.8M
-
$95.4M2.5%$20.83
77

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

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