AC
IBTG icon

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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Apella Capital's IBTG Position: Q2 2026 in Review

Apella Capital reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4.9% in Q2 2026, selling an estimated $871K and leaving 738,612 shares worth $16.9M. The position accounts for 0.24% of the portfolio, ranked #83.

Apella Capital first reported a position in IBTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.8M in Q1 2026. 48 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Apella Capital held 738,612 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $16.9M as of Q2 2026.
  • Apella Capital sold 38,082 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $871K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of Apella Capital's portfolio in Q2 2026, its #83 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Apella Capital's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $17.8M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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