ACA
IBDQ

Aptus Capital Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Aptus Capital Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,547
Closed -$568K – 1701
2025
Q3 		$568K Buy
22,547
+213
+1% +$5.35K ﹤0.01% 674
2025
Q2 		$562K Buy
22,334
+403
+2% +$10.1K ﹤0.01% 654
2025
Q1 		$552K Buy
21,931
+65
+0.3% +$1.63K 0.01% 615
2024
Q4 		$548K Buy
21,866
+10,248
+88% +$257K 0.01% 604
2024
Q3 		$292K Buy
+11,618
New +$290K ﹤0.01% 661
2022
Q2 		– Sell
-7,312,193
Closed -$185M – 694
2022
Q1 		$185M Buy
7,312,193
+525,550
+8% +$13.6M 4.6% 3
2021
Q4 		$179M Buy
6,786,643
+2,067,130
+44% +$54.9M 5.38% 3
2021
Q3 		$127M Buy
4,719,513
+668,240
+16% +$18M 3.27% 7
2021
Q2 		$109M Buy
4,051,273
+501,180
+14% +$13.5M 3.2% 9
2021
Q1 		$95.2M Buy
3,550,093
+501,180
+16% +$13.6M 3.42% 8
2020
Q4 		$83.4M Buy
3,048,913
+713,022
+31% +$19.4M 3.82% 7
2020
Q3 		$63.2M Buy
2,335,891
+661,285
+39% +$18M 3.36% 7
2020
Q2 		$45.1M Buy
+1,674,606
New +$44M 2.83% 6
2020
Q1 		– Sell
-967,675
Closed -$25.1M – 455
2019
Q4 		$25.1M Buy
967,675
+156,530
+19% +$4.05M 1.78% 8
2019
Q3 		$20.9M Buy
811,145
+213,450
+36% +$5.49M 1.17% 9
2019
Q2 		$15.3M Buy
597,695
+91,628
+18% +$2.29M 2.15% 8
2019
Q1 		$12.6M Buy
506,067
+136,836
+37% +$3.33M 2.14% 8
2018
Q4 		$8.71M Buy
+369,231
New +$8.73M 2.3% 14

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Aptus Capital Advisors's IBDQ Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 22,547 shares — an estimated $568K sold.

Aptus Capital Advisors first reported a position in IBDQ in Q4 2018 and held it in 18 quarters. The position peaked at $185M in Q1 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Aptus Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 22,547 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $568K.
  • Aptus Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2018 and held it in 18 quarters.
  • Aptus Capital Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $185M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.