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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Buy	90,433 +19,120	+27%	+$424K	0.05%	166
2025 Q1	$1.58M	Buy	71,313 +55,241	+344%	+$1.23M	0.05%	152
2024 Q4	$352K	Buy	16,072 +204	+1%	+$4.47K	0.01%	267
2024 Q3	$356K	Buy	15,868 +101	+0.6%	+$2.27K	0.01%	246
2024 Q2	$345K	Buy	+15,767	New	+$345K	0.02%	244