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Ishares Ibonds Dec 2029 Term T shares owned by Probity Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Probity Advisors from 13F filings

Historical chart of Probity Advisors investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T held by Probity Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by Probity Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 411k 21.96
2025-06-30 $8.6M 394k 21.92
2025-03-31 $8.2M 376k 21.77
2024-12-31 $7.5M 352k 21.33
2024-09-30 $6.1M 277k 22.11
2024-06-30 $5.2M 244k 21.37
2024-03-31 $3.9M 182k 21.50
2023-12-31 $2.1M 96k 21.78

More positions owned by Probity Advisors

Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&P SML 600 GWT (IJT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibds Dec28 Etf (IBDT)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Probity Advisors

Top funds holding Ishares Ibonds Dec 2029 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
Confluence Investment Management

View all funds holding Ishares Ibonds Dec 2029 Term T