PA
IBDZ

Probity Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Probity Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.01M Buy
192,357
+48,987
+34% +$1.29M 0.79% 27
2025
Q4 		$3.78M Buy
143,370
+1,329
+0.9% +$35.2K 0.61% 34
2025
Q3 		$3.76M Buy
142,041
+803
+0.6% +$21K 0.61% 36
2025
Q2 		$3.69M Buy
141,238
+12,087
+9% +$309K 0.65% 32
2025
Q1 		$3.33M Buy
129,151
+8,313
+7% +$212K 0.64% 34
2024
Q4 		$3.08M Buy
+120,838
New +$3.13M 0.59% 35

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Probity Advisors's IBDZ Position: Q1 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 34% in Q1 2026, buying an estimated $1.29M and bringing the position to 192,357 shares worth $5.01M. The position accounts for 0.79% of the portfolio, ranked #27.

Probity Advisors first reported a position in IBDZ in Q4 2024 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Probity Advisors held 192,357 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $5.01M as of Q1 2026.
  • Probity Advisors bought 48,987 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $1.29M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.79% of Probity Advisors's portfolio in Q1 2026, its #27 holding.
  • Probity Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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