AC
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Apella Capital’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Apella Capital’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.84M Buy
440,843
+30,121
+7% +$674K 0.14% 115
2026
Q1 		$9.21M Buy
410,722
+16,107
+4% +$362K 0.14% 122
2025
Q4 		$8.87M Buy
394,615
+177,358
+82% +$3.99M 0.18% 103
2025
Q3 		$4.9M Buy
217,257
+41,818
+24% +$939K 0.11% 123
2025
Q2 		$3.92M Buy
175,439
+78,323
+81% +$1.75M 0.11% 123
2025
Q1 		$2.18M Buy
97,116
+81,185
+510% +$1.81M 0.07% 133
2024
Q4 		$354K Buy
15,931
+212
+1% +$4.72K 0.01% 266
2024
Q3 		$355K Buy
15,719
+105
+0.7% +$2.35K 0.01% 247
2024
Q2 		$345K Buy
+15,614
New +$343K 0.02% 242

Other funds holding IBTH

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return