Principal Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Principal Financial Group’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,987	Closed	-$347K	–	2224
2019 Q4	$347K	Buy	5,987 +531	+10%	+$30.7K	﹤0.01%	2023
2019 Q3	$316K	Buy	5,456 +1,459	+37%	+$83.8K	﹤0.01%	2043
2019 Q2	$228K	Buy	3,997 +145	+4%	+$8.04K	﹤0.01%	2121
2019 Q1	$212K	Buy	+3,852	New	+$207K	﹤0.01%	2113

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Principal Financial Group's IGIB Position: Q1 2020 in Review

Principal Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 5,987 shares — an estimated $347K sold.

Principal Financial Group first reported a position in IGIB in Q1 2019 and held it in 4 quarters. The position peaked at $347K in Q4 2019. 490 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

Principal Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Principal Financial Group sold 5,987 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $347K.
Principal Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Principal Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $347K in Q4 2019.
490 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Principal Financial Group's 13F filing for Q1 2020, filed 12 May 2020.