Apella Capital’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Apella Capital’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.2M	Buy	1,085,686 +137,171	+14%	+$6.62M	0.74%	34
2026 Q1	$46.1M	Buy	948,515 +134,093	+16%	+$6.53M	0.68%	38
2025 Q4	$39.7M	Buy	814,422 +106,752	+15%	+$5.21M	0.78%	31
2025 Q3	$34.6M	Buy	707,670 +317,066	+81%	+$15.4M	0.77%	36
2025 Q2	$18.9M	Buy	390,604 +149,948	+62%	+$7.24M	0.51%	44
2025 Q1	$11.6M	Buy	240,656 +202,751	+535%	+$9.73M	0.4%	53
2024 Q4	$1.81M	Buy	+37,905	New	+$1.82M	0.07%	124

Other funds holding ISTB

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return