Probity Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Probity Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Buy	415,729 +111,634	+37%	+$2.81M	1.5%	18
2026 Q1	$7.68M	Buy	304,095 +160,414	+112%	+$4.09M	1.22%	18
2025 Q4	$3.67M	Sell	143,681 -1,517	-1%	-$38.8K	0.59%	35
2025 Q3	$3.72M	Buy	145,198 +2,935	+2%	+$74.5K	0.6%	37
2025 Q2	$3.6M	Buy	142,263 +11,266	+9%	+$280K	0.63%	38
2025 Q1	$3.27M	Buy	130,997 +7,570	+6%	+$187K	0.63%	36
2024 Q4	$3.03M	Buy	123,427 +22,109	+22%	+$553K	0.58%	36
2024 Q3	$2.6M	Buy	101,318 +12,024	+13%	+$304K	0.5%	45
2024 Q2	$2.19M	Buy	89,294 +18,003	+25%	+$440K	0.45%	49
2024 Q1	$1.77M	Buy	71,291 +33,143	+87%	+$821K	0.37%	59
2023 Q4	$962K	Buy	+38,148	New	+$910K	0.21%	93

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Probity Advisors's IBDX Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 37% in Q2 2026, buying an estimated $2.81M and bringing the position to 415,729 shares worth $10.5M. The position accounts for 1.5% of the portfolio, ranked #18.

Probity Advisors first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Probity Advisors held 415,729 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $10.5M as of Q2 2026.
Probity Advisors bought 111,634 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $2.81M.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.5% of Probity Advisors's portfolio in Q2 2026, its #18 holding.
Probity Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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