Probity Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Probity Advisors’s Portfolio IBTP Stock Details IBTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.43M	Buy	174,395 +27,817	+19%	+$707K	0.63%	32
2026 Q1	$3.76M	Buy	146,578 +36,092	+33%	+$932K	0.6%	35
2025 Q4	$2.85M	Buy	110,486 +8,686	+9%	+$226K	0.46%	44
2025 Q3	$2.64M	Buy	101,800 +11,024	+12%	+$283K	0.43%	48
2025 Q2	$2.33M	Buy	90,776 +33,837	+59%	+$859K	0.41%	50
2025 Q1	$1.46M	Buy	56,939 +43,314	+318%	+$1.09M	0.28%	66
2024 Q4	$338K	Buy	+13,625	New	+$346K	0.07%	182

Other funds holding IBTP

AUB

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

CIM

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DADC

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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Probity Advisors's IBTP Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 19% in Q2 2026, buying an estimated $707K and bringing the position to 174,395 shares worth $4.43M. The position accounts for 0.63% of the portfolio, ranked #32.

Probity Advisors first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

Probity Advisors held 174,395 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $4.43M as of Q2 2026.
Probity Advisors bought 27,817 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $707K.
iShares iBonds Dec 2034 Term Treasury ETF made up 0.63% of Probity Advisors's portfolio in Q2 2026, its #32 holding.
Probity Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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