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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

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Apella Capital's ISTB Position: Q2 2026 in Review

Apella Capital increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 14% in Q2 2026, buying an estimated $6.62M and bringing the position to 1,085,686 shares worth $52.2M. The position accounts for 0.74% of the portfolio, ranked #34.

Apella Capital first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Apella Capital held 1,085,686 shares of iShares Core 1-5 Year USD Bond ETF worth $52.2M as of Q2 2026.
  • Apella Capital bought 137,171 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $6.62M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.74% of Apella Capital's portfolio in Q2 2026, its #34 holding.
  • Apella Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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