Apella Capital
IBTI icon

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
Q3 		$5.31M Buy
242,478
+24,897
+11% +$549K 0.07% 179
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Apella Capital's IBTI Position: Q3 2026 in Review

Apella Capital increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 11% in Q3 2026, buying an estimated $549K and bringing the position to 242,478 shares worth $5.31M. The position accounts for 0.07% of the portfolio, ranked #179.

Apella Capital first reported a position in IBTI in Q2 2024 and has held it in 10 quarters since. 203 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Apella Capital held 242,478 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $5.31M as of Q3 2026.
  • Apella Capital bought 24,897 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $549K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.07% of Apella Capital's portfolio in Q3 2026, its #179 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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