PA
Probity Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.64M | Buy |
435,300
+19,042
| +5% | +$378K | 1.52% | 15 |
|
2025
Q1 | $8.18M | Buy |
416,258
+25,800
| +7% | +$507K | 1.57% | 15 |
|
2024
Q4 | $7.49M | Buy |
390,458
+83,577
| +27% | +$1.6M | 1.44% | 20 |
|
2024
Q3 | $6.15M | Buy |
306,881
+36,908
| +14% | +$740K | 1.18% | 18 |
|
2024
Q2 | $5.2M | Buy |
269,973
+69,299
| +35% | +$1.34M | 1.08% | 21 |
|
2024
Q1 | $3.9M | Buy |
200,674
+94,576
| +89% | +$1.84M | 0.81% | 27 |
|
2023
Q4 | $2.09M | Buy |
+106,098
| New | +$2.09M | 0.46% | 42 |
|