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 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 $12.7B AUM 17.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Probity Advisors's IBDX Position: Q1 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 112% in Q1 2026, buying an estimated $4.09M and bringing the position to 304,095 shares worth $7.68M. The position accounts for 1.22% of the portfolio, ranked #18.

Probity Advisors first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Probity Advisors held 304,095 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $7.68M as of Q1 2026.
Probity Advisors bought 160,414 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $4.09M.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.22% of Probity Advisors's portfolio in Q1 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 10 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.