Principal Financial Group
IBD icon

Principal Financial Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Principal Financial Group’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,197
Closed -$200K – 2221
2018
Q4 		$200K Buy
+8,197
New +$200K ﹤0.01% 2134

Other funds holding IBD

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Principal Financial Group's IBD Position: Q1 2019 in Review

Principal Financial Group sold out of Inspire Corporate Bond ETF (IBD) in Q1 2019, closing a stake of 8,197 shares — an estimated $200K sold.

Principal Financial Group first reported a position in IBD in Q4 2018 and held it in 1 quarter. The position peaked at $200K in Q4 2018. 16 funds tracked by Wall St. Rank hold IBD as of Q1 2019.

  • Principal Financial Group reported no remaining Inspire Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Principal Financial Group sold 8,197 Inspire Corporate Bond ETF shares in Q1 2019, an estimated $200K.
  • Principal Financial Group first reported a position in Inspire Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Principal Financial Group's Inspire Corporate Bond ETF position peaked at $200K in Q4 2018.
  • 16 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2019.

Based on Principal Financial Group's 13F filing for Q1 2019, filed 10 May 2019.