AC
IBTF

Apella Capital’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Apella Capital’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-483,006
Closed -$11.3M – 535
2025
Q3 		$11.3M Sell
483,006
-47,334
-9% -$1.1M 0.25% 82
2025
Q2 		$12.4M Sell
530,340
-25,198
-5% -$588K 0.34% 62
2025
Q1 		$13M Buy
555,538
+540,296
+3,545% +$12.6M 0.44% 47
2024
Q4 		$355K Buy
15,242
+219
+1% +$5.11K 0.01% 261
2024
Q3 		$351K Buy
15,023
+111
+0.7% +$2.59K 0.01% 252
2024
Q2 		$346K Buy
+14,912
New +$345K 0.02% 240

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return