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

Aptus Capital Advisors, LLC holds 6.5M shares of IBDU (ISHARES TR), worth $150.5M as of 2026-Q2. The position was increased (+1.8% shares). IBDU represents 1.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$150.5M

Current Shares

6.5M

Total Value Change

+$75.8M

Total Shares Change

+3.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.5M
+1.8%
$150.5M1.0%$22.99
49
2026-Q1
Decreased
6.4M
-4.2%
$148.4M1.2%$22.82
0
2025-Q4
Increased
6.7M
+22.3%
$155.9M1.1%$22.79
58
2025-Q3
Increased
5.4M
+8.2%
$127.8M0.9%$22.50
46
2025-Q2
Increased
5M
+6.4%
$117.4M1.0%$22.11
45
2025-Q1
Increased
4.7M
+12.5%
$109.3M1.1%$21.66
53
2024-Q4
Increased
4.2M
+32.3%
$95.8M1.0%$21.19
60
2024-Q3
Increased
3.2M
+38.0%
$74.7M1.1%$21.50
61

Other major holders of IBDU: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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