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Aptus Capital Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Aptus Capital Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155M Buy
7,393,304
+132,719
+2% +$2.8M 1.22% 14
2025
Q4 		$154M Buy
7,260,585
+376,635
+5% +$7.98M 1.1% 19
2025
Q3 		$146M Buy
6,883,950
+523,702
+8% +$11M 1.06% 17
2025
Q2 		$134M Buy
6,360,248
+383,809
+6% +$7.93M 1.09% 19
2025
Q1 		$124M Buy
5,976,439
+663,595
+12% +$13.6M 1.28% 14
2024
Q4 		$108M Buy
5,312,844
+1,764,384
+50% +$36.5M 1.13% 20
2024
Q3 		$75.3M Buy
3,548,460
+977,550
+38% +$20.4M 1.12% 18
2024
Q2 		$52.2M Buy
2,570,910
+644,100
+33% +$13M 0.92% 24
2024
Q1 		$39.5M Buy
1,926,810
+662,612
+52% +$13.5M 0.73% 29
2023
Q4 		$26.3M Sell
1,264,198
-645,898
-34% -$12.7M 0.72% 29
2023
Q3 		$37M Buy
1,910,096
+425,255
+29% +$8.46M 1.01% 21
2023
Q2 		$30.1M Sell
1,484,841
-195,576
-12% -$3.99M 0.72% 32
2023
Q1 		$34.7M Buy
1,680,417
+484,877
+41% +$9.89M 0.93% 20
2022
Q4 		$23.8M Buy
+1,195,540
New +$23.7M 0.73% 24

Other funds holding IBDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Aptus Capital Advisors's IBDW Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.8% in Q1 2026, buying an estimated $2.8M and bringing the position to 7,393,304 shares worth $155M. The position accounts for 1.22% of the portfolio, ranked #14.

Aptus Capital Advisors first reported a position in IBDW in Q4 2022 and has held it in 14 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Aptus Capital Advisors held 7,393,304 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $155M as of Q1 2026.
  • Aptus Capital Advisors bought 132,719 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $2.8M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.22% of Aptus Capital Advisors's portfolio in Q1 2026, its #14 holding.
  • Aptus Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.