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Probity Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Probity Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Buy
573,243
+48,639
+9% +$1.01M 1.71% 13
2026
Q1 		$11M Buy
524,604
+48,052
+10% +$1.01M 1.74% 13
2025
Q4 		$10.1M Buy
476,552
+50,742
+12% +$1.08M 1.61% 14
2025
Q3 		$9.04M Buy
425,810
+55,830
+15% +$1.18M 1.46% 17
2025
Q2 		$7.78M Buy
369,980
+76,813
+26% +$1.59M 1.37% 19
2025
Q1 		$6.08M Buy
293,167
+112,324
+62% +$2.31M 1.17% 22
2024
Q4 		$3.68M Buy
180,843
+58,092
+47% +$1.2M 0.71% 27
2024
Q3 		$2.6M Buy
122,751
+14,539
+13% +$303K 0.5% 46
2024
Q2 		$2.2M Buy
108,212
+21,651
+25% +$437K 0.45% 47
2024
Q1 		$1.77M Buy
86,561
+40,092
+86% +$820K 0.37% 57
2023
Q4 		$965K Buy
+46,469
New +$915K 0.21% 92

Other funds holding IBDW

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Probity Advisors's IBDW Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.3% in Q2 2026, buying an estimated $1.01M and bringing the position to 573,243 shares worth $11.9M. The position accounts for 1.71% of the portfolio, ranked #13.

Probity Advisors first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Probity Advisors held 573,243 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $11.9M as of Q2 2026.
  • Probity Advisors bought 48,639 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $1.01M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 1.71% of Probity Advisors's portfolio in Q2 2026, its #13 holding.
  • Probity Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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