PA
Probity Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.78M | Buy |
369,980
+76,813
| +26% | +$1.62M | 1.37% | 19 |
|
2025
Q1 | $6.08M | Buy |
293,167
+112,324
| +62% | +$2.33M | 1.17% | 22 |
|
2024
Q4 | $3.68M | Buy |
180,843
+58,092
| +47% | +$1.18M | 0.71% | 27 |
|
2024
Q3 | $2.6M | Buy |
122,751
+14,539
| +13% | +$309K | 0.5% | 46 |
|
2024
Q2 | $2.2M | Buy |
108,212
+21,651
| +25% | +$439K | 0.45% | 47 |
|
2024
Q1 | $1.77M | Buy |
86,561
+40,092
| +86% | +$821K | 0.37% | 57 |
|
2023
Q4 | $965K | Buy |
+46,469
| New | +$965K | 0.21% | 92 |
|