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Apella Capital’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Apella Capital’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Buy
217,581
+22,880
+12% +$507K 0.07% 169
2026
Q1 		$4.34M Buy
194,701
+25,688
+15% +$574K 0.06% 176
2025
Q4 		$3.78M Buy
169,013
+57,475
+52% +$1.29M 0.07% 150
2025
Q3 		$2.51M Buy
111,538
+21,105
+23% +$471K 0.06% 165
2025
Q2 		$2.01M Buy
90,433
+19,120
+27% +$425K 0.05% 166
2025
Q1 		$1.58M Buy
71,313
+55,241
+344% +$1.22M 0.05% 152
2024
Q4 		$352K Buy
16,072
+204
+1% +$4.5K 0.01% 267
2024
Q3 		$356K Buy
15,868
+101
+0.6% +$2.25K 0.01% 246
2024
Q2 		$345K Buy
+15,767
New +$342K 0.02% 244

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Apella Capital's IBTI Position: Q2 2026 in Review

Apella Capital increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 12% in Q2 2026, buying an estimated $507K and bringing the position to 217,581 shares worth $4.8M. The position accounts for 0.07% of the portfolio, ranked #169.

Apella Capital first reported a position in IBTI in Q2 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Apella Capital held 217,581 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.8M as of Q2 2026.
  • Apella Capital bought 22,880 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $507K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.07% of Apella Capital's portfolio in Q2 2026, its #169 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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