$289 Million is the total value of Probity Advisors, Inc.'s 155 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 10.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | Sell | ISHARES TRs&p 500 val etf | $18,732,000 | -5.8% | 171,321 | -1.5% | 6.49% | -6.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $17,550,000 | +1.0% | 113,176 | -0.5% | 6.08% | +0.1% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $16,703,000 | -17.3% | 110,735 | -15.8% | 5.78% | -18.1% |
| IGSB | Sell | ISHARES TR1 3 yr cr bd etf | $12,568,000 | -14.9% | 121,074 | -14.3% | 4.35% | -15.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $12,464,000 | +14.6% | 189,187 | +14.9% | 4.32% | +13.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $12,266,000 | +21.7% | 108,726 | +25.3% | 4.25% | +20.6% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $9,465,000 | +41.8% | 185,835 | +41.5% | 3.28% | +40.4% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $8,224,000 | -4.5% | 47,305 | -6.6% | 2.85% | -5.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,748,000 | -19.0% | 86,035 | -18.1% | 2.34% | -19.7% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $6,413,000 | +103.1% | 137,064 | +104.6% | 2.22% | +101.2% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $5,857,000 | -20.0% | 68,394 | -18.5% | 2.03% | -20.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $5,591,000 | +17.6% | 95,744 | +14.6% | 1.94% | +16.5% |
| SPIB | Sell | SPDR SERIES TRUSTportfolio intrmd | $5,473,000 | -5.1% | 163,166 | -3.2% | 1.90% | -6.0% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $4,908,000 | +130.0% | 98,681 | +132.4% | 1.70% | +127.9% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $4,283,000 | -0.6% | 40,838 | -0.6% | 1.48% | -1.6% |
| IGIB | Sell | ISHARES TRintrmd cr bd etf | $3,964,000 | -28.6% | 36,964 | -27.3% | 1.37% | -29.3% |
| JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $3,904,000 | -18.4% | 108,887 | -16.4% | 1.35% | -19.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $3,632,000 | +283.5% | 115,555 | +286.6% | 1.26% | +280.1% |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $3,293,000 | +230.6% | 111,998 | +245.1% | 1.14% | +227.6% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $3,280,000 | +254.6% | 97,851 | +248.9% | 1.14% | +251.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $3,150,000 | +34.8% | 26,830 | +39.6% | 1.09% | +33.5% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $3,141,000 | -39.0% | 70,978 | -38.1% | 1.09% | -39.6% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $3,141,000 | +126.0% | 103,991 | +127.6% | 1.09% | +123.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,993,000 | -6.3% | 42,951 | -5.4% | 1.04% | -7.2% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $2,980,000 | +170.2% | 45,717 | +167.3% | 1.03% | +167.4% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,927,000 | -46.5% | 28,370 | -44.9% | 1.01% | -47.0% |
| MSFT | Sell | MICROSOFT CORP | $2,891,000 | +0.6% | 31,672 | -5.8% | 1.00% | -0.4% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $2,887,000 | +0.8% | 31,600 | -3.1% | 1.00% | -0.2% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,693,000 | -49.8% | 20,812 | -48.5% | 0.93% | -50.2% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $2,678,000 | +228.2% | 21,684 | +234.0% | 0.93% | +225.3% |
| INTC | Sell | INTEL CORP | $2,317,000 | +10.3% | 44,489 | -2.2% | 0.80% | +9.3% |
| DWDP | Sell | DOWDUPONT INC | $2,167,000 | -19.9% | 34,017 | -10.5% | 0.75% | -20.8% |
| ABBV | Sell | ABBVIE INC | $2,126,000 | -7.0% | 22,458 | -5.0% | 0.74% | -8.0% |
| SBUX | Buy | STARBUCKS CORP | $2,028,000 | +4.1% | 35,024 | +3.2% | 0.70% | +2.9% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,999,000 | -34.9% | 12,195 | -36.1% | 0.69% | -35.5% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,934,000 | -10.1% | 23,139 | -9.9% | 0.67% | -10.9% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $1,773,000 | -5.0% | 13,061 | +1.4% | 0.61% | -6.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,728,000 | -8.7% | 13,482 | -0.5% | 0.60% | -9.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,693,000 | -56.3% | 11,933 | -56.7% | 0.59% | -56.8% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,596,000 | -4.7% | 38,257 | -2.2% | 0.55% | -5.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,590,000 | -10.6% | 33,241 | -1.1% | 0.55% | -11.4% |
| PCY | Sell | POWERSHARES ETF TR IIsovereign debt | $1,554,000 | -33.8% | 55,128 | -30.6% | 0.54% | -34.5% |
| AET | Sell | AETNA INC NEW | $1,541,000 | -8.2% | 9,118 | -2.0% | 0.53% | -9.0% |
| AGCO | Buy | AGCO CORP | $1,466,000 | -9.2% | 22,611 | +0.0% | 0.51% | -10.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,453,000 | -26.8% | 30,926 | -28.5% | 0.50% | -27.5% |
| PFE | Buy | PFIZER INC | $1,449,000 | -0.5% | 40,822 | +1.5% | 0.50% | -1.4% |
| T | Sell | AT&T INC | $1,434,000 | -10.7% | 40,229 | -2.5% | 0.50% | -11.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,425,000 | +195.6% | 36,253 | +186.7% | 0.49% | +191.7% |
| TXN | Sell | TEXAS INSTRS INC | $1,409,000 | -1.5% | 13,561 | -1.0% | 0.49% | -2.4% |
| FM | New | ISHARES INCmsci frntr100etf | $1,404,000 | – | 39,993 | +100.0% | 0.49% | – |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $1,398,000 | +257.5% | 6,009 | +249.2% | 0.48% | +253.3% |
| USB | Buy | US BANCORP DEL | $1,342,000 | -2.9% | 26,576 | +3.0% | 0.46% | -3.7% |
| BBT | Sell | BB&T CORP | $1,312,000 | +2.9% | 25,212 | -1.7% | 0.45% | +1.8% |
| BOKF | Sell | BOK FINL CORP | $1,287,000 | +5.1% | 12,997 | -2.1% | 0.45% | +4.2% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $1,225,000 | +255.1% | 34,618 | +256.5% | 0.42% | +250.4% |
| CFR | Sell | CULLEN FROST BANKERS INC | $1,213,000 | +8.3% | 11,436 | -3.3% | 0.42% | +7.1% |
| TGT | Buy | TARGET CORP | $1,191,000 | +6.4% | 17,159 | +0.1% | 0.41% | +5.4% |
| MRK | Buy | MERCK & CO INC | $1,157,000 | +3.1% | 21,242 | +6.5% | 0.40% | +2.3% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $1,147,000 | -13.4% | 19,879 | +0.5% | 0.40% | -14.3% |
| MMM | Sell | 3M CO | $1,102,000 | -7.9% | 5,021 | -1.3% | 0.38% | -8.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,102,000 | -9.8% | 11,089 | -4.2% | 0.38% | -10.5% |
| LLY | Buy | LILLY ELI & CO | $1,086,000 | -5.2% | 14,030 | +3.5% | 0.38% | -6.0% |
| SJM | Buy | SMUCKER J M CO | $1,085,000 | +23.9% | 8,753 | +24.2% | 0.38% | +22.9% |
| NTR | New | NUTRIEN LTD | $1,034,000 | – | 21,887 | +100.0% | 0.36% | – |
| UNP | Buy | UNION PAC CORP | $1,024,000 | +21.0% | 7,618 | +20.8% | 0.36% | +19.9% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GROUP | $1,012,000 | -2.4% | 20,138 | +0.0% | 0.35% | -3.6% |
| COP | Sell | CONOCOPHILLIPS | $1,009,000 | +5.2% | 17,014 | -2.6% | 0.35% | +4.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $987,000 | +0.6% | 8,978 | -2.2% | 0.34% | -0.3% |
| AEP | Buy | AMERICAN ELEC PWR INC | $960,000 | -0.3% | 13,997 | +6.9% | 0.33% | -1.5% |
| WHR | Buy | WHIRLPOOL CORP | $920,000 | -1.7% | 6,012 | +8.3% | 0.32% | -2.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $890,000 | -0.4% | 11,732 | -3.4% | 0.31% | -1.6% |
| DEO | Sell | DIAGEO P L Cspon adr new | $848,000 | -9.0% | 6,260 | -2.0% | 0.29% | -9.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $803,000 | -10.2% | 14,761 | -9.7% | 0.28% | -11.2% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $801,000 | -17.9% | 11,883 | -12.0% | 0.28% | -18.8% |
| BCE | Buy | BCE INC | $798,000 | -9.7% | 18,549 | +0.7% | 0.28% | -10.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $768,000 | +2.7% | 2,273 | -2.5% | 0.27% | +1.5% |
| VB | VANGUARD INDEX FDSsmall cp etf | $766,000 | -0.6% | 5,216 | 0.0% | 0.26% | -1.9% | |
| ECOL | Sell | US ECOLOGY INC | $759,000 | -3.1% | 14,246 | -7.2% | 0.26% | -4.0% |
| AAPL | Sell | APPLE INC | $751,000 | -4.2% | 4,476 | -3.3% | 0.26% | -5.1% |
| DLR | Sell | DIGITAL RLTY TR INC | $727,000 | -13.5% | 6,896 | -6.5% | 0.25% | -14.3% |
| RPM | Buy | RPM INTL INC | $704,000 | -5.4% | 14,771 | +4.1% | 0.24% | -6.2% |
| BOH | Sell | BANK HAWAII CORP | $704,000 | -4.5% | 8,477 | -1.5% | 0.24% | -5.4% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $684,000 | +16.7% | 4,432 | +29.8% | 0.24% | +15.6% |
| CVX | Sell | CHEVRON CORP NEW | $663,000 | -14.3% | 5,812 | -5.9% | 0.23% | -15.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $641,000 | -19.6% | 8,085 | -6.8% | 0.22% | -20.4% |
| HD | Sell | HOME DEPOT INC | $621,000 | -6.6% | 3,484 | -0.7% | 0.22% | -7.7% |
| KMI | Buy | KINDER MORGAN INC DEL | $614,000 | -9.6% | 40,789 | +8.6% | 0.21% | -10.1% |
| MCD | Buy | MCDONALDS CORP | $605,000 | -6.5% | 3,871 | +3.0% | 0.21% | -7.1% |
| ORCL | Sell | ORACLE CORP | $603,000 | -9.9% | 13,186 | -6.8% | 0.21% | -10.7% |
| DTE | Buy | DTE ENERGY CO | $597,000 | -3.6% | 5,721 | +1.1% | 0.21% | -4.2% |
| TAP | Buy | MOLSON COORS BREWING COcl b | $587,000 | +52.5% | 7,790 | +66.1% | 0.20% | +50.4% |
| ABT | Sell | ABBOTT LABS | $565,000 | -13.1% | 9,426 | -17.2% | 0.20% | -13.7% |
| HDS | Sell | HD SUPPLY HLDGS INC | $562,000 | -5.7% | 14,804 | -0.5% | 0.20% | -6.2% |
| AMZN | AMAZON COM INC | $557,000 | +23.8% | 385 | 0.0% | 0.19% | +22.9% | |
| CNC | Buy | CENTENE CORP DEL | $555,000 | +9.9% | 5,194 | +3.8% | 0.19% | +8.5% |
| ZBH | Buy | ZIMMER BIOMET HLDGS INC | $528,000 | -7.2% | 4,841 | +2.7% | 0.18% | -8.0% |
| ETN | Sell | EATON CORP PLC | $527,000 | -11.9% | 6,598 | -12.8% | 0.18% | -12.4% |
| SNA | Sell | SNAP ON INC | $525,000 | -19.0% | 3,556 | -4.4% | 0.18% | -19.8% |
| ADI | Buy | ANALOG DEVICES INC | $526,000 | +6.3% | 5,775 | +3.8% | 0.18% | +5.2% |
| KOF | Buy | COCA COLA FEMSA S A B DE C Vspon adr rep l | $525,000 | +8.2% | 7,896 | +13.4% | 0.18% | +7.1% |
| JWN | Buy | NORDSTROM INC | $511,000 | +10.4% | 10,563 | +8.1% | 0.18% | +9.3% |
| WFC | Buy | WELLS FARGO CO NEW | $495,000 | -9.8% | 9,447 | +4.4% | 0.17% | -10.9% |
| FLIR | Sell | FLIR SYS INC | $493,000 | -9.0% | 9,858 | -15.3% | 0.17% | -10.0% |
| KO | Sell | COCA COLA CO | $473,000 | -8.5% | 10,892 | -3.3% | 0.16% | -9.4% |
| XOM | Sell | EXXON MOBIL CORP | $472,000 | -16.2% | 6,328 | -5.9% | 0.16% | -17.3% |
| STMP | Sell | STAMPS COM INC | $452,000 | -5.6% | 2,248 | -11.8% | 0.16% | -6.0% |
| ZTS | Sell | ZOETIS INCcl a | $407,000 | +9.4% | 4,877 | -5.4% | 0.14% | +8.5% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $404,000 | +0.2% | 6,164 | +4.5% | 0.14% | -0.7% |
| CONE | Buy | CYRUSONE INC | $397,000 | +29.7% | 7,760 | +51.0% | 0.14% | +28.0% |
| CERN | Buy | CERNER CORP | $386,000 | +15.2% | 6,658 | +34.0% | 0.13% | +14.5% |
| AGN | Buy | ALLERGAN PLC | $388,000 | +70.2% | 2,307 | +65.6% | 0.13% | +67.5% |
| V | VISA INC | $385,000 | +4.9% | 3,222 | 0.0% | 0.13% | +3.9% | |
| VLO | VALERO ENERGY CORP NEW | $384,000 | +1.1% | 4,137 | 0.0% | 0.13% | 0.0% | |
| WCN | Sell | WASTE CONNECTIONS INC | $377,000 | -19.4% | 5,254 | -20.4% | 0.13% | -20.1% |
| UL | UNILEVER PLCspon adr new | $372,000 | +0.3% | 6,698 | 0.0% | 0.13% | -0.8% | |
| SO | SOUTHERN CO | $369,000 | -7.3% | 8,271 | 0.0% | 0.13% | -7.9% | |
| ALE | Buy | ALLETE INC | $354,000 | +9.3% | 4,905 | +12.7% | 0.12% | +8.8% |
| DIS | Buy | DISNEY WALT CO | $355,000 | +1.1% | 3,533 | +8.3% | 0.12% | 0.0% |
| DE | Sell | DEERE & CO | $343,000 | -9.7% | 2,210 | -9.0% | 0.12% | -10.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $342,000 | +8.6% | 331 | +10.0% | 0.12% | +7.3% |
| MOS | Sell | MOSAIC CO NEW | $337,000 | -10.6% | 13,869 | -5.7% | 0.12% | -11.4% |
| BG | Sell | BUNGE LIMITED | $338,000 | -44.0% | 4,574 | -49.2% | 0.12% | -44.5% |
| SYNA | Buy | SYNAPTICS INC | $336,000 | +36.0% | 7,342 | +18.7% | 0.12% | +34.9% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $321,000 | +0.6% | 1,609 | 0.0% | 0.11% | -0.9% | |
| BA | Sell | BOEING CO | $317,000 | +7.5% | 968 | -3.1% | 0.11% | +6.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $315,000 | +0.3% | 304 | +2.0% | 0.11% | -0.9% |
| EMR | Sell | EMERSON ELEC CO | $311,000 | -35.2% | 4,550 | -34.0% | 0.11% | -35.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $304,000 | +5.2% | 4,813 | +1.9% | 0.10% | +4.0% |
| ILMN | ILLUMINA INC | $304,000 | +8.2% | 1,285 | 0.0% | 0.10% | +7.1% | |
| WMT | Sell | WALMART INC | $295,000 | -12.2% | 3,311 | -2.6% | 0.10% | -12.8% |
| BAC | Sell | BANK AMER CORP | $291,000 | -1.4% | 9,688 | -3.0% | 0.10% | -1.9% |
| KSS | Sell | KOHLS CORP | $287,000 | -5.6% | 4,376 | -21.9% | 0.10% | -6.6% |
| D | DOMINION ENERGY INC | $284,000 | -17.0% | 4,219 | 0.0% | 0.10% | -18.3% | |
| PSX | Buy | PHILLIPS 66 | $281,000 | +6.4% | 2,928 | +12.4% | 0.10% | +5.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $280,000 | +20.2% | 3,000 | +27.8% | 0.10% | +19.8% |
| AMGN | Sell | AMGEN INC | $280,000 | -6.7% | 1,645 | -4.7% | 0.10% | -7.6% |
| BIIB | Buy | BIOGEN INC | $277,000 | -1.1% | 1,011 | +15.1% | 0.10% | -2.0% |
| EBAY | Sell | EBAY INC | $263,000 | +5.2% | 6,547 | -1.1% | 0.09% | +4.6% |
| KMB | Sell | KIMBERLY CLARK CORP | $253,000 | -9.0% | 2,293 | -0.3% | 0.09% | -9.3% |
| VBTX | Sell | VERITEX HLDGS INC | $254,000 | -52.1% | 9,192 | -52.1% | 0.09% | -52.4% |
| TSCO | Buy | TRACTOR SUPPLY CO | $250,000 | +4.2% | 3,964 | +23.2% | 0.09% | +3.6% |
| IBDL | New | ISHARES TRibonds dec20 etf | $244,000 | – | 9,734 | +100.0% | 0.08% | – |
| QCOM | Sell | QUALCOMM INC | $242,000 | -23.9% | 4,360 | -12.1% | 0.08% | -24.3% |
| PEP | PEPSICO INC | $242,000 | -9.0% | 2,216 | 0.0% | 0.08% | -9.7% | |
| WM | Sell | WASTE MGMT INC DEL | $240,000 | -3.6% | 2,856 | -1.1% | 0.08% | -4.6% |
| PCAR | New | PACCAR INC | $235,000 | – | 3,549 | +100.0% | 0.08% | – |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $234,000 | -15.5% | 4,855 | -17.4% | 0.08% | -16.5% |
| OZRK | New | BANK OF THE OZARKS | $222,000 | – | 4,605 | +100.0% | 0.08% | – |
| NUE | Sell | NUCOR CORP | $220,000 | -5.2% | 3,599 | -1.3% | 0.08% | -6.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $220,000 | -20.6% | 1,432 | -20.8% | 0.08% | -21.6% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $216,000 | -3.6% | 1,967 | -2.3% | 0.08% | -3.8% |
| BKNG | New | BOOKING HLDGS INC | $208,000 | – | 100 | +100.0% | 0.07% | – |
| IBDK | New | ISHARES TRibonds dec19 etf | $205,000 | – | 8,281 | +100.0% | 0.07% | – |
| IJR | Sell | ISHARES TRcore s&p scp etf | $205,000 | -5.1% | 2,662 | -5.3% | 0.07% | -6.6% |
| IBDM | New | ISHARES TRibonds dec21 etf | $206,000 | – | 8,410 | +100.0% | 0.07% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -11,909 | -100.0% | -0.05% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -880 | -100.0% | -0.07% | – |
| IBDK | Exit | ISHARES TRibonds dec19 etf | $0 | – | -8,281 | -100.0% | -0.07% | – |
| IBDM | Exit | ISHARES TRibonds dec21 etf | $0 | – | -8,410 | -100.0% | -0.07% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,384 | -100.0% | -0.08% | – |
| EV | Exit | EATON VANCE CORP | $0 | – | -4,059 | -100.0% | -0.08% | – |
| SYMC | Exit | SYMANTEC CORP | $0 | – | -8,219 | -100.0% | -0.08% | – |
| IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -9,734 | -100.0% | -0.09% | – |
| AGU | Exit | AGRIUM INC | $0 | – | -9,041 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 10.6% |
| ISHARES TR | 28 | Q3 2023 | 8.7% |
| ISHARES TR | 28 | Q3 2023 | 9.0% |
| ISHARES TR | 28 | Q3 2023 | 5.3% |
| ISHARES TR | 28 | Q3 2023 | 4.5% |
| ISHARES TR | 28 | Q3 2023 | 3.5% |
| ISHARES TR | 28 | Q3 2023 | 3.8% |
| ISHARES INC | 28 | Q3 2023 | 2.4% |
| ISHARES TR | 28 | Q3 2023 | 3.0% |
| VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 3.7% |
View Probity Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-08 |
View Probity Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.