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 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

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Apella Capital's IBTK Position: Q2 2026 in Review

Apella Capital increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 38% in Q2 2026, buying an estimated $319K and bringing the position to 59,715 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #345.

Apella Capital first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Apella Capital held 59,715 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.16M as of Q2 2026.
Apella Capital bought 16,301 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $319K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #345 holding.
Apella Capital first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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