Probity Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Probity Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.31M	Buy	318,937 +167,046	+110%	+$3.86M	1.16%	19
2025 Q4	$3.5M	Sell	151,891 -4,217	-3%	-$97.8K	0.56%	38
2025 Q3	$3.61M	Buy	156,108 +830	+0.5%	+$19.1K	0.59%	39
2025 Q2	$3.58M	Buy	155,278 +9,016	+6%	+$205K	0.63%	39
2025 Q1	$3.35M	Buy	146,262 +11,818	+9%	+$265K	0.64%	32
2024 Q4	$2.98M	Buy	134,444 +25,462	+23%	+$577K	0.57%	38
2024 Q3	$2.56M	Buy	108,982 +12,938	+13%	+$299K	0.49%	47
2024 Q2	$2.16M	Buy	96,044 +19,787	+26%	+$440K	0.45%	51
2024 Q1	$1.73M	Buy	76,257 +37,569	+97%	+$853K	0.36%	62
2023 Q4	$894K	Buy	+38,688	New	+$858K	0.19%	99

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Probity Advisors's IBTM Position: Q1 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 110% in Q1 2026, buying an estimated $3.86M and bringing the position to 318,937 shares worth $7.31M. The position accounts for 1.16% of the portfolio, ranked #19.

Probity Advisors first reported a position in IBTM in Q4 2023 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Probity Advisors held 318,937 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $7.31M as of Q1 2026.
Probity Advisors bought 167,046 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $3.86M.
iShares iBonds Dec 2032 Term Treasury ETF made up 1.16% of Probity Advisors's portfolio in Q1 2026, its #19 holding.
Probity Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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