PA
Probity Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Buy |
393,741
+17,906
| +5% | +$392K | 1.52% | 16 |
|
|
2025
Q1 | $8.18M | Buy |
375,835
+23,482
| +7% | +$511K | 1.57% | 16 |
|
|
2024
Q4 | $7.51M | Buy |
352,353
+75,099
| +27% | +$1.6M | 1.45% | 19 |
|
|
2024
Q3 | $6.13M | Buy |
277,254
+33,783
| +14% | +$747K | 1.17% | 19 |
|
|
2024
Q2 | $5.2M | Buy |
243,471
+61,888
| +34% | +$1.32M | 1.08% | 22 |
|
|
2024
Q1 | $3.9M | Buy |
181,583
+85,574
| +89% | +$1.84M | 0.81% | 25 |
|
|
2023
Q4 | $2.09M | Buy |
+96,009
| New | +$2.09M | 0.46% | 43 |
|