PA
IBTQ

Probity Advisors’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Probity Advisors’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.46M Buy
177,711
+39,291
+28% +$986K 0.64% 31
2026
Q1 		$3.5M Buy
138,420
+56,860
+70% +$1.45M 0.55% 38
2025
Q4 		$2.08M Buy
81,560
+44,154
+118% +$1.13M 0.33% 59
2025
Q3 		$955K Buy
+37,406
New +$945K 0.15% 99

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Probity Advisors's IBTQ Position: Q2 2026 in Review

Probity Advisors increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 28% in Q2 2026, buying an estimated $986K and bringing the position to 177,711 shares worth $4.46M. The position accounts for 0.64% of the portfolio, ranked #31.

Probity Advisors first reported a position in IBTQ in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Probity Advisors held 177,711 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $4.46M as of Q2 2026.
  • Probity Advisors bought 39,291 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $986K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.64% of Probity Advisors's portfolio in Q2 2026, its #31 holding.
  • Probity Advisors first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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