Apella Capital
IBTK icon

Apella Capital’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Apella Capital’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.16M Buy
60,996
+1,281
+2% +$24.8K 0.01% 377
2026
Q2 		$1.16M Buy
59,715
+16,301
+38% +$319K 0.02% 345
2026
Q1 		$859K Buy
43,414
+12,564
+41% +$249K 0.01% 386
2025
Q4 		$612K Buy
30,850
+9,866
+47% +$196K 0.01% 331
2025
Q3 		$420K Buy
20,984
+139
+0.7% +$2.75K 0.01% 355
2025
Q2 		$409K Buy
20,845
+23
+0.1% +$451 0.01% 319
2025
Q1 		$407K Buy
20,822
+2,345
+13% +$45.4K 0.01% 273
2024
Q4 		$355K Buy
+18,477
New +$360K 0.01% 263

Other funds holding IBTK

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Apella Capital's IBTK Position: Q3 2026 in Review

Apella Capital increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 2.1% in Q3 2026, buying an estimated $24.8K and bringing the position to 60,996 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #377.

Apella Capital first reported a position in IBTK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q2 2026. 27 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Apella Capital held 60,996 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.16M as of Q3 2026.
  • Apella Capital bought 1,281 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $24.8K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #377 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • Apella Capital's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.16M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

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