PA

Probity Advisors, Inc.

13F
Probity Advisors, Inc.
Last update 2025-05-09 227 Stocks (8 new)
Value $521.00 Mil Turnover 4 %
Countries:
Top Holdings: IVE(10.04%)IVW(8.93%)IEFA(6.47%)IJS(3.25%)HYG(2.54%)
Summary Stock Picks Current Portfolio
Probity Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVE
iShares S&P 500 Value ETF
274,448
52,304.3
+2.00%
10.040
+0.20%
0.140
+11.45%
+4.52%
39,588.8
 
IVW
iShares S&P 500 Growth ETF
501,058
46,513.3
+0.27%
8.930
+0.02%
0.090
+22.61%
+9.28%
60,970.9
 
IEFA
iShares Core MSCI EAFE ETF
445,157
33,676.1
+4.20%
6.470
+0.26%
0.030
+15.26%
+20.32%
142,203.0
 
IJS
iShares S&P Small-Cap 600 Value ETF
173,559
16,918.6
-0.72%
3.250
-0.03%
0.270
+19.76%
-3.74%
6,326.0
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
167,866
13,242.9
+0.25%
2.540
+0.01%
0.090
+5.82%
+4.71%
17,702.4
 
IJT
ISHARES TRUST
102,808
12,799.7
+3.13%
2.460
+0.07%
0.220
+17.68%
+0.83%
6,204.2
 
SPYV
SPDR Portfolio S&P 500 Value ETF
226,285
11,556.4
-0.09%
2.220
0%
0.040
+11.42%
+4.64%
27,084.8
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
307,793
11,206.7
-0.02%
2.150
0%
0.050
+16.16%
+20.35%
27,027.8
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
126,186
10,141.6
-1.31%
1.950
-0.03%
0.030
+22.60%
+9.35%
37,997.7
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
181,157
9,777.1
+1.60%
1.880
+0.03%
0.010
+17.68%
+16.42%
95,715.8
 

Probity Advisors, Inc.'s Historical Top Holdings Breakdowns

Probity Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
2025-03-31
Add
Add
+0.45%
●
20.1 ($20.52) 20.8
$20.83
1.51%
Add 62.11%
293,167
112,324
IBTL
iShares iBonds Dec 2031 Term Treasury ETF
iShares iBonds Dec 2031 Term Treasury ETF
2025-03-31
Add
Add
+0.39%
●
19.55 ($19.98) 20.33
$20.24
1.30%
Add 54.76%
284,542
100,687
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.26%
●
69.57 ($74.78) 78.65
$83.07
11.09%
Add 4.2%
445,157
17,956
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
2025-03-31
Reduce
Reduce
-0.24%
●
23.9 ($24.05) 24.18
$24.16
0.46%
Reduce -15.75%
280,964
-52,516
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Add
Add
+0.21%
●
60.46 ($62.66) 64.42
$64.82
3.45%
Add 171.79%
27,614
17,454
IBTP
iShares iBonds Dec 2034 Term Treasury ETF
iShares iBonds Dec 2034 Term Treasury ETF
2025-03-31
Add
Add
+0.21%
●
24.47 ($25.15) 25.67
$25.32
0.68%
Add 317.9%
56,939
43,314
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.20%
●
185.78 ($193.5) 198.58
$197.89
2.27%
Add 2%
274,448
5,390
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.18%
●
22.11 ($22.27) 22.43
$22.38
0.49%
Reduce -13.56%
275,553
-43,218
SCHD
Schwab US Dividend Equity ETF
2025-03-31
New Buy
New Buy
+0.16%
●
27.01 ($27.88) 28.54
$27.33
-1.97%
New holding
29,480
29,480
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.14%
●
81.83 ($82.24) 82.73
$82.45
0.26%
Reduce -61.92%
5,384
-8,756

Probity Advisors, Inc. Total Holding History ($B)

To

Probity Advisors, Inc.'s Asset Allocation

To

Probity Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Probity Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Probity Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Probity Advisors, Inc.'s Holdings Heat Map

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Probity Advisors, Inc.'s Holdings Bubble Chart

Probity Advisors, Inc. News

  • 1

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