Principal Financial Group
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Principal Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Principal Financial Group’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,400
Closed -$1.51M – 2228
2025
Q3 		$1.51M Buy
+28,400
New +$1.5M ﹤0.01% 1857
2025
Q2 		– Sell
-135,000
Closed -$7.07M – 2266
2025
Q1 		$7.07M Sell
135,000
-155,000
-53% -$8.06M ﹤0.01% 1426
2024
Q4 		$15M Sell
290,000
-25,000
-8% -$1.3M 0.01% 1047
2024
Q3 		$16.6M Buy
315,000
+85,000
+37% +$4.42M 0.01% 953
2024
Q2 		$11.8M Buy
230,000
+30,000
+15% +$1.53M 0.01% 1175
2024
Q1 		$10.3M Buy
+200,000
New +$10.2M 0.01% 1290
2022
Q2 		– Sell
-6,471
Closed -$335K – 2574
2022
Q1 		$335K Buy
+6,471
New +$341K ﹤0.01% 2210
2021
Q4 		– Sell
-7,414
Closed -$405K – 2577
2021
Q3 		$405K Sell
7,414
-7,561
-50% -$414K ﹤0.01% 2230
2021
Q2 		$821K Buy
14,975
+3,514
+31% +$193K ﹤0.01% 2089
2021
Q1 		$627K Buy
11,461
+1,759
+18% +$96.6K ﹤0.01% 2097
2020
Q4 		$535K Buy
9,702
+2,118
+28% +$116K ﹤0.01% 2096
2020
Q3 		$416K Buy
7,584
+93
+1% +$5.11K ﹤0.01% 2049
2020
Q2 		$410K Buy
+7,491
New +$404K ﹤0.01% 2009

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Principal Financial Group's IGSB Position: Q4 2025 in Review

Principal Financial Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2025, closing a stake of 28,400 shares — an estimated $1.51M sold.

Principal Financial Group first reported a position in IGSB in Q2 2020 and held it in 13 quarters. The position peaked at $16.6M in Q3 2024. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q4 2025.

  • Principal Financial Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 28,400 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.51M.
  • Principal Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 13 quarters.
  • Principal Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $16.6M in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.