ACA
Aptus Capital Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Buy |
5,030,084
+303,559
| +6% | +$7.08M | 0.96% | 18 |
|
|
2025
Q1 | $109M | Buy |
4,726,525
+524,845
| +12% | +$12.1M | 1.13% | 15 |
|
|
2024
Q4 | $95.8M | Buy |
4,201,680
+1,025,683
| +32% | +$23.4M | 1% | 17 |
|
|
2024
Q3 | $74.7M | Buy |
3,175,997
+874,993
| +38% | +$20.6M | 1.11% | 18 |
|
|
2024
Q2 | $52.2M | Buy |
2,301,004
+576,526
| +33% | +$13.1M | 0.92% | 22 |
|
|
2024
Q1 | $39.4M | Buy |
1,724,478
+211,733
| +14% | +$4.83M | 0.73% | 24 |
|
|
2023
Q4 | $34.9M | Sell |
1,512,745
-65,547
| -4% | -$1.51M | 0.95% | 21 |
|
|
2023
Q3 | $34.6M | Sell |
1,578,292
-578,652
| -27% | -$12.7M | 0.94% | 21 |
|
|
2023
Q2 | $48.4M | Sell |
2,156,944
-284,138
| -12% | -$6.38M | 1.16% | 12 |
|
|
2023
Q1 | $55.9M | Sell |
2,441,082
-23,290
| -0.9% | -$533K | 1.5% | 13 |
|
|
2022
Q4 | $54.6M | Sell |
2,464,372
-475,116
| -16% | -$10.5M | 1.68% | 12 |
|
|
2022
Q3 | $64.1M | Buy |
2,939,488
+572,751
| +24% | +$12.5M | 1.54% | 11 |
|
|
2022
Q2 | $54.1M | Buy |
+2,366,737
| New | +$54.1M | 1.41% | 13 |
|