Apella Capital
IBTH icon

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
Q3 		$10.1M Buy
454,263
+13,420
+3% +$300K 0.13% 122
2026
Q2 		$9.8M 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

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Shelton Wealth Management
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Apella Capital's IBTH Position: Q3 2026 in Review

Apella Capital increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3% in Q3 2026, buying an estimated $300K and bringing the position to 454,263 shares worth $10.1M. The position accounts for 0.13% of the portfolio, ranked #122.

Apella Capital first reported a position in IBTH in Q2 2024 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Apella Capital held 454,263 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $10.1M as of Q3 2026.
  • Apella Capital bought 13,420 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $300K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.13% of Apella Capital's portfolio in Q3 2026, its #122 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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