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Showing 8 of 15 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in iShares iBonds Dec 2031 Term Corp ETF

Aptus Capital Advisors, LLC holds 7.5M shares of IBDW (iShares iBonds Dec 2031 Term Corp ETF), worth $156.8M as of 2026-Q2. The position was increased (+1.8% shares). IBDW represents 1.1% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$156.8M

Current Shares

7.5M

Total Value Change

+$81.5M

Total Shares Change

+4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.5M
+1.8%
$156.8M1.1%$20.68
49
2026-Q1
Increased
7.4M
+1.8%
$154.7M1.2%$20.52
49
2025-Q4
Increased
7.3M
+5.5%
$153.6M1.1%$20.58
50
2025-Q3
Increased
6.9M
+8.2%
$146.1M1.1%$20.32
52
2025-Q2
Increased
6.4M
+6.4%
$133.8M1.1%$19.91
51
2025-Q1
Increased
6M
+12.5%
$124M1.3%$19.39
53
2024-Q4
Increased
5.3M
+49.7%
$108.1M1.1%$18.86
65
2024-Q3
Increased
3.5M
+38.0%
$75.3M1.1%$19.35
61

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

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