Aptus Capital Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $108M | Buy |
4,261,556
+257,121
| +6% | +$6.5M | 0.88% | 20 |
|
2025
Q1 | $100M | Buy |
4,004,435
+444,555
| +12% | +$11.1M | 1.03% | 19 |
|
2024
Q4 | $87.5M | Buy |
3,559,880
+1,438,262
| +68% | +$35.4M | 0.92% | 20 |
|
2024
Q3 | $54.5M | Buy |
2,121,618
+584,472
| +38% | +$15M | 0.81% | 27 |
|
2024
Q2 | $37.8M | Buy |
1,537,146
+385,104
| +33% | +$9.46M | 0.66% | 29 |
|
2024
Q1 | $28.6M | Buy |
1,152,042
+567,736
| +97% | +$14.1M | 0.53% | 35 |
|
2023
Q4 | $14.7M | Sell |
584,306
-813,513
| -58% | -$20.5M | 0.4% | 59 |
|
2023
Q3 | $32.8M | Buy |
1,397,819
+13,687
| +1% | +$321K | 0.89% | 23 |
|
2023
Q2 | $34.1M | Buy |
+1,384,132
| New | +$34.1M | 0.82% | 19 |
|