Apella Capital
IBTP icon

Apella Capital’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Apella Capital’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346K Hold
14,397
– – ﹤0.01% 592
2026
Q2 		$362K Hold
14,397
– – 0.01% 549
2026
Q1 		$371K Hold
14,397
– – 0.01% 515
2025
Q4 		$372K Buy
+14,397
New +$374K 0.01% 407

Other funds holding IBTP

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Single Point Partners
Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Apella Capital's IBTP Position: Q3 2026 in Review

Apella Capital held its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) position steady in Q3 2026 at 14,397 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Apella Capital first reported a position in IBTP in Q4 2025 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 9 funds tracked by Wall St. Rank hold IBTP as of Q3 2026.

  • Apella Capital held 14,397 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $346K as of Q3 2026.
  • Apella Capital left its iShares iBonds Dec 2034 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #592 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $372K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2026.

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