Aptus Capital Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$163M	Buy	6,456,747 +113,849	+2%	+$2.87M	1.11%	19
2026 Q1	$160M	Buy	6,342,898 +113,849	+2%	+$2.9M	1.26%	13
2025 Q4	$159M	Buy	6,229,049 +1,616,655	+35%	+$41.4M	1.14%	16
2025 Q3	$118M	Buy	4,612,394 +350,838	+8%	+$8.9M	0.86%	28
2025 Q2	$108M	Buy	4,261,556 +257,121	+6%	+$6.38M	0.88%	27
2025 Q1	$100M	Buy	4,004,435 +444,555	+12%	+$11M	1.03%	23
2024 Q4	$87.5M	Buy	3,559,880 +1,438,262	+68%	+$36M	0.92%	27
2024 Q3	$54.5M	Buy	2,121,618 +584,472	+38%	+$14.8M	0.81%	28
2024 Q2	$37.8M	Buy	1,537,146 +385,104	+33%	+$9.41M	0.66%	32
2024 Q1	$28.6M	Buy	1,152,042 +567,736	+97%	+$14.1M	0.53%	42
2023 Q4	$14.7M	Sell	584,306 -813,513	-58%	-$19.4M	0.4%	61
2023 Q3	$32.8M	Buy	1,397,819 +13,687	+1%	+$330K	0.89%	26
2023 Q2	$34.1M	Buy	+1,384,132	New	+$34.3M	0.82%	28

Other funds holding IBDX

CIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

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

Aptus Capital Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.8% in Q2 2026, buying an estimated $2.87M and bringing the position to 6,456,747 shares worth $163M. The position accounts for 1.11% of the portfolio, ranked #19.

Aptus Capital Advisors first reported a position in IBDX in Q2 2023 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Aptus Capital Advisors held 6,456,747 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $163M as of Q2 2026.
Aptus Capital Advisors bought 113,849 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $2.87M.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.11% of Aptus Capital Advisors's portfolio in Q2 2026, its #19 holding.
Aptus Capital Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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