Probity Advisors, Inc. IBDW Holdings History
Number of Shares
293,167.00
Current Holdings Value*
$6.08 Mil
% of Portfolio
1.17%
Total Estimate Gain
$142,632.25
% of Total Estimate Gain
2.39%
Probity Advisors, Inc.'s iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, Probity Advisors, Inc. held 293,167.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $6.08 Mil. This investment constitutes 1.17% of their stock portfolio, and Probity Advisors, Inc. now holds 0.41% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2023Q4. And since then Probity Advisors, Inc. has made 6 purchases of IBDW, at an average price of $20.40, for a total of 293,167.00 shares. Based on historical transaction data and IBDW's current price of $20.89, Probity Advisors, Inc.'s estimated gain on his IBDW holdings is $142,632.25, reflecting a 2.39% gain to date.
Probity Advisors, Inc. IBDW ($20.89) Holding Chart
Probity Advisors, Inc. IBDW ($20.89) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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