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Aptus Capital Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Aptus Capital Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,800,202
Closed -$70.3M – 1461
2024
Q4 		$70.3M Buy
2,800,202
+1,298,422
+86% +$33.3M 0.74% 35
2024
Q3 		$39.6M Buy
1,501,780
+413,658
+38% +$10.7M 0.59% 40
2024
Q2 		$27.4M Buy
1,088,122
+734,600
+208% +$18.4M 0.48% 50
2024
Q1 		$9.01M Buy
+353,522
New +$8.98M 0.17% 116

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Aptus Capital Advisors's IBDY Position: Q1 2025 in Review

Aptus Capital Advisors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2025, closing a stake of 2,800,202 shares — an estimated $70.3M sold.

Aptus Capital Advisors first reported a position in IBDY in Q1 2024 and held it in 4 quarters. The position peaked at $70.3M in Q4 2024. 113 funds tracked by Wall St. Rank hold IBDY as of Q1 2025.

  • Aptus Capital Advisors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,800,202 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2025, an estimated $70.3M.
  • Aptus Capital Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and held it in 4 quarters.
  • Aptus Capital Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $70.3M in Q4 2024.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.