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Apella Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Apella Capital’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$601K Buy
16,635
+1,084
+7% +$44.1K 0.01% 441
2026
Q1 		$683K Buy
15,551
+2,792
+22% +$121K 0.01% 410
2025
Q4 		$633K Buy
12,759
+1,583
+14% +$89.9K 0.01% 326
2025
Q3 		$687K Buy
11,176
+7,004
+168% +$456K 0.02% 290
2025
Q2 		$256K Buy
+4,172
New +$234K 0.01% 377

Other funds holding IBIT

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Apella Capital's IBIT Position: Q2 2026 in Review

Apella Capital increased its iShares Bitcoin Trust (IBIT) stake by 7% in Q2 2026, buying an estimated $44.1K and bringing the position to 16,635 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #441.

Apella Capital first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $687K in Q3 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Apella Capital held 16,635 shares of iShares Bitcoin Trust worth $601K as of Q2 2026.
  • Apella Capital bought 1,084 iShares Bitcoin Trust shares in Q2 2026, an estimated $44.1K.
  • iShares Bitcoin Trust made up 0.01% of Apella Capital's portfolio in Q2 2026, its #441 holding.
  • Apella Capital first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's iShares Bitcoin Trust position peaked at $687K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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