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IBDU
Showing 8 of 16 quarters

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

Aptus Capital Advisors, LLC holds 6.4M shares of IBDU (ISHARES TR), worth $148.4M as of 2026-Q1. The position was decreased (-4.2% shares). IBDU represents 1.2% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$148.4M

Current Shares

6.4M

Total Value Change

+$96.3M

Total Shares Change

+4.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
6.4M
-4.2%
$148.4M1.2%$23.42
0
2025-Q4
Increased
6.7M
+22.3%
$155.9M1.1%$23.34
58
2025-Q3
Increased
5.4M
+8.2%
$127.8M0.9%$23.02
46
2025-Q2
Increased
5M
+6.4%
$117.4M1.0%$22.59
45
2025-Q1
Increased
4.7M
+12.5%
$109.3M1.1%$22.16
53
2024-Q4
Increased
4.2M
+32.3%
$95.8M1.0%$21.70
60
2024-Q3
Increased
3.2M
+38.0%
$74.7M1.1%$22.04
61
2024-Q2
Increased
2.3M
+33.4%
$52.2M0.9%$20.96
53

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

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