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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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apella Capital's IBTH Position: Q2 2026 in Review

Apella Capital increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 7.3% in Q2 2026, buying an estimated $674K and bringing the position to 440,843 shares worth $9.84M. The position accounts for 0.14% of the portfolio, ranked #115.

Apella Capital first reported a position in IBTH in Q2 2024 and has held it in 9 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Apella Capital held 440,843 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $9.84M as of Q2 2026.
  • Apella Capital bought 30,121 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $674K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.14% of Apella Capital's portfolio in Q2 2026, its #115 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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