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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% +$1.82M 0.07% 133
2024
Q4
$354K Buy
15,931
+212
+1% +$4.71K 0.01% 266
2024
Q3
$355K Buy
15,719
+105
+0.7% +$2.37K 0.01% 247
2024
Q2
$345K Buy
+15,614
New +$345K 0.02% 242