Top 50 Probity Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 9.94% | 297.2K | $62.7M | +1.54%(+4.51K) | $123.54(+81.84%) | 2026-03-31 | |
| IVW | ISHARES TR | 8.98% | 501.1K | $56.7M | +3.04%(+14.79K) | $43.80(+213.38%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.61% | 460.7K | $41.7M | +1.61%(+7.31K) | $65.06(+49.32%) | 2026-03-31 | |
| IJS | ISHARES TR | 3.22% | 171.4K | $20.3M | -1.02%(-1.77K) | $68.11(+85.81%) | 2026-03-31 | |
| IJT | ISHARES TR | 2.56% | 111.9K | $16.2M | +1.69%(+1.86K) | $79.46(+101.98%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.51% | 280.4K | $15.9M | +0.82%(+2.27K) | $39.39(+52.78%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.35% | 325.2K | $14.8M | -1.94%(-6.43K) | $32.96(+52.53%) | 2026-03-31 | |
| HYG | ISHARES TR | 2.3% | 182.8K | $14.5M | +2.61%(+4.65K) | $67.60(+18.20%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.3% | 148.2K | $14.5M | +2.39%(+3.46K) | $53.77(+121.01%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.01% | 182.0K | $12.7M | +0.04%(+73) | $50.83(+61.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.38% | +27.31% |
| Top 20 Holdings Unweighted | +6.52% | +20.85% |
Sign up free to track Probity Advisors, Inc., compare funds side by side, and get alerts the moment positions change.