Probity Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Probity Advisors’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.59M	Buy	179,280 +39,060	+28%	+$1,000K	0.66%	30
2026 Q1	$3.6M	Buy	140,220 +55,164	+65%	+$1.43M	0.57%	37
2025 Q4	$2.21M	Buy	85,056 +48,058	+130%	+$1.25M	0.35%	56
2025 Q3	$963K	Buy	+36,998	New	+$950K	0.16%	98

Other funds holding IBCA

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Probity Advisors's IBCA Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 28% in Q2 2026, buying an estimated $1,000K and bringing the position to 179,280 shares worth $4.59M. The position accounts for 0.66% of the portfolio, ranked #30.

Probity Advisors first reported a position in IBCA in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Probity Advisors held 179,280 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $4.59M as of Q2 2026.
Probity Advisors bought 39,060 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $1,000K.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.66% of Probity Advisors's portfolio in Q2 2026, its #30 holding.
Probity Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.