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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
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

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Probity Advisors's IBTO Position: Q1 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 39% in Q1 2026, buying an estimated $1.35M and bringing the position to 197,074 shares worth $4.81M. The position accounts for 0.76% of the portfolio, ranked #29.

Probity Advisors first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Probity Advisors held 197,074 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $4.81M as of Q1 2026.
  • Probity Advisors bought 54,873 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $1.35M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.76% of Probity Advisors's portfolio in Q1 2026, its #29 holding.
  • Probity Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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