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 Q2	$9.86M	Buy	434,420 +115,483	+36%	+$2.63M	1.41%	20
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 $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Probity Advisors's IBTM Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 36% in Q2 2026, buying an estimated $2.63M and bringing the position to 434,420 shares worth $9.86M. The position accounts for 1.41% of the portfolio, ranked #20.

Probity Advisors first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Probity Advisors held 434,420 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $9.86M as of Q2 2026.
Probity Advisors bought 115,483 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $2.63M.
iShares iBonds Dec 2032 Term Treasury ETF made up 1.41% of Probity Advisors's portfolio in Q2 2026, its #20 holding.
Probity Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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