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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Buy	49,822 +11,249	+29%	+$245K	0.03%	209
2025 Q1	$836K	Buy	38,573 +22,132	+135%	+$480K	0.03%	207
2024 Q4	$351K	Buy	16,441 +213	+1%	+$4.54K	0.01%	269
2024 Q3	$358K	Buy	16,228 +104	+0.6%	+$2.29K	0.01%	244
2024 Q2	$345K	Buy	+16,124	New	+$345K	0.02%	241