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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Apella Capital's IBTF Position: Q4 2025 in Review

Apella Capital sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 483,006 shares — an estimated $11.3M sold.

Apella Capital first reported a position in IBTF in Q2 2024 and held it in 6 quarters. The position peaked at $13M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Apella Capital reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Apella Capital sold 483,006 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $11.3M.
Apella Capital first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
Apella Capital's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $13M in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Apella Capital's 13F filing for Q4 2025, filed 21 Jan 2026.