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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,800,202	Closed	-$70.3M	–	1455
2024 Q4	$70.3M	Buy	2,800,202 +1,298,422	+86%	+$32.6M	0.74%	27
2024 Q3	$39.6M	Buy	1,501,780 +413,658	+38%	+$10.9M	0.59%	39
2024 Q2	$27.4M	Buy	1,088,122 +734,600	+208%	+$18.5M	0.48%	47
2024 Q1	$9.01M	Buy	+353,522	New	+$9.01M	0.17%	109