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 Q3	$69.4M	Buy	1,469,742 +384,056	+35%	+$18.4M	0.88%	27
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

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AtlasMark Financial Austin, Texas $204M AUM 16.85% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital's ISTB Position: Q3 2026 in Review

Apella Capital increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 35% in Q3 2026, buying an estimated $18.4M and bringing the position to 1,469,742 shares worth $69.4M. The position accounts for 0.88% of the portfolio, ranked #27.

Apella Capital first reported a position in ISTB in Q4 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Apella Capital held 1,469,742 shares of iShares Core 1-5 Year USD Bond ETF worth $69.4M as of Q3 2026.
Apella Capital bought 384,056 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $18.4M.
iShares Core 1-5 Year USD Bond ETF made up 0.88% of Apella Capital's portfolio in Q3 2026, its #27 holding.
Apella Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
26 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

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