Probity Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Probity Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.89M	Buy	243,911 +46,837	+24%	+$1.13M	0.84%	26
2026 Q1	$4.81M	Buy	197,074 +54,873	+39%	+$1.35M	0.76%	29
2025 Q4	$3.49M	Sell	142,201 -3,479	-2%	-$86K	0.56%	39
2025 Q3	$3.59M	Buy	145,680 +53	+0%	+$1.3K	0.58%	40
2025 Q2	$3.57M	Buy	145,627 +8,835	+6%	+$214K	0.63%	40
2025 Q1	$3.34M	Buy	136,792 +11,332	+9%	+$271K	0.64%	33
2024 Q4	$2.96M	Buy	125,460 +23,846	+23%	+$576K	0.57%	39
2024 Q3	$2.55M	Buy	101,614 +12,112	+14%	+$300K	0.49%	48
2024 Q2	$2.15M	Buy	89,502 +18,600	+26%	+$443K	0.45%	53
2024 Q1	$1.72M	Buy	70,902 +34,871	+97%	+$849K	0.36%	64
2023 Q4	$895K	Buy	+36,031	New	+$857K	0.2%	98

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Probity Advisors's IBTO Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 24% in Q2 2026, buying an estimated $1.13M and bringing the position to 243,911 shares worth $5.89M. The position accounts for 0.84% of the portfolio, ranked #26.

Probity Advisors first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Probity Advisors held 243,911 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $5.89M as of Q2 2026.
Probity Advisors bought 46,837 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $1.13M.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.84% of Probity Advisors's portfolio in Q2 2026, its #26 holding.
Probity Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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