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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return