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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
Q2 		$157M Buy
7,526,023
+132,719
+2% +$2.77M 1.07% 21
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Aptus Capital Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.8% in Q2 2026, buying an estimated $2.77M and bringing the position to 7,526,023 shares worth $157M. The position accounts for 1.07% of the portfolio, ranked #21.

Aptus Capital Advisors first reported a position in IBDW in Q4 2022 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Aptus Capital Advisors held 7,526,023 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $157M as of Q2 2026.
  • Aptus Capital Advisors bought 132,719 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $2.77M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Aptus Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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