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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital's IBTJ Position: Q2 2026 in Review

Apella Capital increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 20% in Q2 2026, buying an estimated $453K and bringing the position to 123,650 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #233.

Apella Capital first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Apella Capital held 123,650 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $2.67M as of Q2 2026.
Apella Capital bought 20,889 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $453K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #233 holding.
Apella Capital first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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