Aptus Capital Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Aptus Capital Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150M	Buy	6,497,005 +115,992	+2%	+$2.69M	1.03%	23
2026 Q1	$148M	Sell	6,381,013 -278,615	-4%	-$6.52M	1.17%	18
2025 Q4	$156M	Buy	6,659,628 +1,215,342	+22%	+$28.5M	1.12%	18
2025 Q3	$128M	Buy	5,444,286 +414,202	+8%	+$9.67M	0.93%	23
2025 Q2	$117M	Buy	5,030,084 +303,559	+6%	+$7M	0.96%	25
2025 Q1	$109M	Buy	4,726,525 +524,845	+12%	+$12M	1.13%	19
2024 Q4	$95.8M	Buy	4,201,680 +1,025,683	+32%	+$23.6M	1%	23
2024 Q3	$74.7M	Buy	3,175,997 +874,993	+38%	+$20.3M	1.11%	19
2024 Q2	$52.2M	Buy	2,301,004 +576,526	+33%	+$13M	0.92%	25
2024 Q1	$39.4M	Buy	1,724,478 +211,733	+14%	+$4.83M	0.73%	31
2023 Q4	$34.9M	Sell	1,512,745 -65,547	-4%	-$1.45M	0.95%	23
2023 Q3	$34.6M	Sell	1,578,292 -578,652	-27%	-$12.9M	0.94%	24
2023 Q2	$48.4M	Sell	2,156,944 -284,138	-12%	-$6.44M	1.16%	21
2023 Q1	$55.9M	Sell	2,441,082 -23,290	-0.9%	-$526K	1.5%	15
2022 Q4	$54.6M	Sell	2,464,372 -475,116	-16%	-$10.5M	1.68%	14
2022 Q3	$64.1M	Buy	2,939,488 +572,751	+24%	+$13.1M	1.54%	14
2022 Q2	$54.1M	Buy	+2,366,737	New	+$55.1M	1.41%	19

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Aptus Capital Advisors's IBDU Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.8% in Q2 2026, buying an estimated $2.69M and bringing the position to 6,497,005 shares worth $150M. The position accounts for 1.03% of the portfolio, ranked #23.

Aptus Capital Advisors first reported a position in IBDU in Q2 2022 and has held it in 17 quarters since. The position peaked at $156M in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Aptus Capital Advisors held 6,497,005 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $150M as of Q2 2026.
Aptus Capital Advisors bought 115,992 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.69M.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #23 holding.
Aptus Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Aptus Capital Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $156M in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.