Apella Capital’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Apella Capital’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.7M	Sell	645,847 -92,765	-13%	-$2.12M	0.19%	98
2026 Q2	$16.9M	Sell	738,612 -38,082	-5%	-$871K	0.24%	83
2026 Q1	$17.8M	Buy	776,694 +9,767	+1%	+$224K	0.26%	77
2025 Q4	$17.5M	Buy	766,927 +289,541	+61%	+$6.63M	0.35%	65
2025 Q3	$10.9M	Buy	477,386 +52,905	+12%	+$1.21M	0.24%	85
2025 Q2	$9.7M	Buy	424,481 +56,457	+15%	+$1.29M	0.26%	72
2025 Q1	$8.42M	Buy	368,024 +352,477	+2,267%	+$8.05M	0.29%	70
2024 Q4	$355K	Buy	15,547 +212	+1%	+$4.84K	0.01%	264
2024 Q3	$353K	Buy	15,335 +106	+0.7%	+$2.43K	0.01%	249
2024 Q2	$345K	Buy	+15,229	New	+$344K	0.02%	243

Other funds holding IBTG

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Apella Capital's IBTG Position: Q3 2026 in Review

Apella Capital reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 13% in Q3 2026, selling an estimated $2.12M and leaving 645,847 shares worth $14.7M. The position accounts for 0.19% of the portfolio, ranked #98.

Apella Capital first reported a position in IBTG in Q2 2024 and has held it in 10 quarters since. The position peaked at $17.8M in Q1 2026. 91 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Apella Capital held 645,847 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $14.7M as of Q3 2026.
Apella Capital sold 92,765 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $2.12M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.19% of Apella Capital's portfolio in Q3 2026, its #98 holding.
Apella Capital first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
Apella Capital's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $17.8M in Q1 2026.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.