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Probity Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Probity Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3M Buy
558,788
+55,648
+11% +$1.13M 1.61% 16
2026
Q1 		$10.3M Buy
503,140
+51,276
+11% +$1.05M 1.63% 16
2025
Q4 		$9.27M Buy
451,864
+44,861
+11% +$924K 1.49% 18
2025
Q3 		$8.37M Buy
407,003
+51,988
+15% +$1.06M 1.36% 20
2025
Q2 		$7.28M Buy
355,015
+70,473
+25% +$1.43M 1.28% 20
2025
Q1 		$5.78M Buy
284,542
+100,687
+55% +$2.01M 1.11% 23
2024
Q4 		$3.64M Buy
183,855
+61,689
+50% +$1.24M 0.7% 28
2024
Q3 		$2.54M Buy
122,166
+14,514
+13% +$298K 0.49% 49
2024
Q2 		$2.15M Buy
107,652
+22,049
+26% +$437K 0.45% 52
2024
Q1 		$1.73M Buy
85,603
+42,079
+97% +$850K 0.36% 63
2023
Q4 		$894K Buy
+43,524
New +$860K 0.19% 100

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Probity Advisors's IBTL Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 11% in Q2 2026, buying an estimated $1.13M and bringing the position to 558,788 shares worth $11.3M. The position accounts for 1.61% of the portfolio, ranked #16.

Probity Advisors first reported a position in IBTL in Q4 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Probity Advisors held 558,788 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $11.3M as of Q2 2026.
  • Probity Advisors bought 55,648 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $1.13M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 1.61% of Probity Advisors's portfolio in Q2 2026, its #16 holding.
  • Probity Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.