Apella Capital
IBTJ icon

Apella Capital’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Apella Capital’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.22M Buy
151,684
+28,034
+23% +$602K 0.04% 227
2026
Q2 		$2.67M Buy
123,650
+20,889
+20% +$453K 0.04% 233
2026
Q1 		$2.25M Buy
102,761
+9,995
+11% +$219K 0.03% 246
2025
Q4 		$2.04M Buy
92,766
+19,646
+27% +$432K 0.04% 200
2025
Q3 		$1.61M Buy
73,120
+23,298
+47% +$510K 0.04% 197
2025
Q2 		$1.08M Buy
49,822
+11,249
+29% +$245K 0.03% 209
2025
Q1 		$836K Buy
38,573
+22,132
+135% +$475K 0.03% 207
2024
Q4 		$351K Buy
16,441
+213
+1% +$4.59K 0.01% 269
2024
Q3 		$358K Buy
16,228
+104
+0.6% +$2.27K 0.01% 244
2024
Q2 		$345K Buy
+16,124
New +$342K 0.02% 241

Other funds holding IBTJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital's IBTJ Position: Q3 2026 in Review

Apella Capital increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 23% in Q3 2026, buying an estimated $602K and bringing the position to 151,684 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #227.

Apella Capital first reported a position in IBTJ in Q2 2024 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Apella Capital held 151,684 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $3.22M as of Q3 2026.
  • Apella Capital bought 28,034 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $602K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Apella Capital's portfolio in Q3 2026, its #227 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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