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Probity Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Probity Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.89M Buy
189,326
+49,306
+35% +$1.29M 0.78% 28
2025
Q4 		$3.66M Sell
140,020
-1,049
-0.7% -$27.5K 0.59% 36
2025
Q3 		$3.7M Buy
141,069
+1,033
+0.7% +$26.8K 0.6% 38
2025
Q2 		$3.63M Buy
140,036
+12,473
+10% +$316K 0.64% 37
2025
Q1 		$3.26M Buy
127,563
+7,267
+6% +$184K 0.63% 37
2024
Q4 		$3.02M Buy
120,296
+21,573
+22% +$552K 0.58% 37
2024
Q3 		$2.61M Buy
98,723
+11,647
+13% +$302K 0.5% 44
2024
Q2 		$2.19M Buy
87,076
+17,582
+25% +$440K 0.45% 48
2024
Q1 		$1.77M Buy
69,494
+32,342
+87% +$822K 0.37% 58
2023
Q4 		$960K Buy
+37,152
New +$908K 0.21% 95

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Probity Advisors's IBDY Position: Q1 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 35% in Q1 2026, buying an estimated $1.29M and bringing the position to 189,326 shares worth $4.89M. The position accounts for 0.78% of the portfolio, ranked #28.

Probity Advisors first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Probity Advisors held 189,326 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $4.89M as of Q1 2026.
  • Probity Advisors bought 49,306 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $1.29M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.78% of Probity Advisors's portfolio in Q1 2026, its #28 holding.
  • Probity Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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