Apella Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Apella Capital’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	+9,472	New	+$216K	﹤0.01%	653
2026 Q1	–	Sell	-9,455	Closed	-$218K	–	691
2025 Q4	$218K	Buy	9,455 +549	+6%	+$12.7K	﹤0.01%	502
2025 Q3	$208K	Buy	+8,906	New	+$204K	﹤0.01%	450
2025 Q2	–	Sell	-9,698	Closed	-$221K	–	428
2025 Q1	$221K	Sell	9,698 -1,827	-16%	-$41.4K	0.01%	363
2024 Q4	$265K	Sell	11,525 -2,632	-19%	-$60K	0.01%	302
2024 Q3	$331K	Sell	14,157 -465	-3%	-$10.8K	0.01%	258
2024 Q2	$331K	Buy	14,622 +73	+0.5%	+$1.64K	0.01%	248
2024 Q1	$327K	Sell	14,549 -580	-4%	-$13.2K	0.02%	233
2023 Q4	$346K	Sell	15,129 -7,416	-33%	-$165K	0.02%	225
2023 Q3	$497K	Sell	22,545 -5,649	-20%	-$127K	0.04%	170
2023 Q2	$646K	Buy	+28,194	New	+$654K	0.05%	155

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apella Capital's GOVT Position: Q2 2026 in Review

Apella Capital opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 9,472 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Apella Capital previously reported a position in GOVT as recently as Q4 2025.

Apella Capital first reported a position in GOVT in Q2 2023 and has held it in 11 quarters since. The position peaked at $646K in Q2 2023. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Apella Capital held 9,472 shares of iShares US Treasury Bond ETF worth $214K as of Q2 2026.
iShares US Treasury Bond ETF was a new Apella Capital position in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #653 holding.
Apella Capital first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
Apella Capital's iShares US Treasury Bond ETF position peaked at $646K in Q2 2023.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.