AC
IBTP

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
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

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Apella Capital's IBTP Position: Q2 2026 in Review

Apella Capital held its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) position steady in Q2 2026 at 14,397 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #549.

Apella Capital first reported a position in IBTP in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Apella Capital held 14,397 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $362K as of Q2 2026.
  • Apella Capital left its iShares iBonds Dec 2034 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #549 holding.
  • Apella Capital first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $372K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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