PA
Probity Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.59M | Buy |
384,268
+17,407
| +5% | +$389K | 1.51% | 17 |
|
2025
Q1 | $8.16M | Buy |
366,861
+21,887
| +6% | +$487K | 1.57% | 17 |
|
2024
Q4 | $7.56M | Buy |
344,974
+72,913
| +27% | +$1.6M | 1.45% | 18 |
|
2024
Q3 | $6.12M | Buy |
272,061
+33,428
| +14% | +$752K | 1.17% | 20 |
|
2024
Q2 | $5.21M | Buy |
238,633
+60,736
| +34% | +$1.33M | 1.08% | 19 |
|
2024
Q1 | $3.9M | Buy |
177,897
+83,788
| +89% | +$1.84M | 0.81% | 26 |
|
2023
Q4 | $2.09M | Buy |
+94,109
| New | +$2.09M | 0.46% | 44 |
|