Principal Financial Group
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Principal Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Principal Financial Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.7M Buy
905,000
+330,000
+57% +$36M 0.05% 302
2026
Q1 		$62.7M Buy
575,000
+358,600
+166% +$39.5M 0.03% 416
2025
Q4 		$23.8M Sell
216,400
-723,600
-77% -$80.5M 0.01% 781
2025
Q3 		$105M Sell
940,000
-345,000
-27% -$37.9M 0.05% 269
2025
Q2 		$141M Buy
1,285,000
+465,000
+57% +$49.9M 0.07% 225
2025
Q1 		$89.1M Buy
820,000
+11,000
+1% +$1.19M 0.05% 298
2024
Q4 		$86.4M Sell
809,000
-11,000
-1% -$1.2M 0.05% 321
2024
Q3 		$92.6M Buy
820,000
+45,000
+6% +$4.98M 0.05% 305
2024
Q2 		$83M Sell
775,000
-813,830
-51% -$86.9M 0.05% 301
2024
Q1 		$173M Buy
1,588,830
+920,299
+138% +$100M 0.1% 176
2023
Q4 		$74M Buy
668,531
+200,000
+43% +$20.8M 0.05% 328
2023
Q3 		$47.8M Sell
468,531
-295,000
-39% -$31.1M 0.03% 422
2023
Q2 		$82.6M Buy
763,531
+655,082
+604% +$70.8M 0.06% 299
2023
Q1 		$11.9M Sell
108,449
-14,741
-12% -$1.6M 0.01% 1172
2022
Q4 		$13M Sell
123,190
-120,000
-49% -$12.6M 0.01% 1093
2022
Q3 		$24.9M Sell
243,190
-4,930
-2% -$543K 0.02% 639
2022
Q2 		$27.3M Buy
248,120
+50,480
+26% +$5.7M 0.02% 637
2022
Q1 		$23.9M Sell
197,640
-14,360
-7% -$1.79M 0.02% 805
2021
Q4 		$28.1M Sell
212,000
-25,000
-11% -$3.32M 0.02% 722
2021
Q3 		$31.5M Sell
237,000
-329,531
-58% -$44.5M 0.02% 627
2021
Q2 		$76.1M Sell
566,531
-75,023
-12% -$9.89M 0.05% 322
2021
Q1 		$83.4M Buy
641,554
+23,230
+4% +$3.09M 0.06% 288
2020
Q4 		$85.4M Sell
618,324
-1,114,219
-64% -$152M 0.06% 276
2020
Q3 		$233M Buy
1,732,543
+458,436
+36% +$62.5M 0.2% 133
2020
Q2 		$171M Buy
1,274,107
+175,107
+16% +$22.8M 0.15% 157
2020
Q1 		$136M Buy
+1,099,000
New +$140M 0.15% 170
2019
Q4 		– Sell
-1,866
Closed -$238K – 2257
2019
Q3 		$238K Sell
1,866
-366
-16% -$46.1K ﹤0.01% 2099
2019
Q2 		$278K Buy
2,232
+386
+21% +$46.4K ﹤0.01% 2079
2019
Q1 		$220K Sell
1,846
-10,654
-85% -$1.23M ﹤0.01% 2104
2018
Q4 		$1.41M Buy
+12,500
New +$1.41M ﹤0.01% 1770
2014
Q1 		– Sell
-18,629
Closed -$2.13M – 2290
2013
Q4 		$2.13M Buy
+18,629
New +$2.13M ﹤0.01% 1654

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Principal Financial Group's LQD Position: Q2 2026 in Review

Principal Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 57% in Q2 2026, buying an estimated $36M and bringing the position to 905,000 shares worth $98.7M. The position accounts for 0.05% of the portfolio, ranked #302.

Principal Financial Group first reported a position in LQD in Q4 2013 and has held it in 31 quarters since. The position peaked at $233M in Q3 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Principal Financial Group held 905,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $98.7M as of Q2 2026.
  • Principal Financial Group bought 330,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $36M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #302 holding.
  • Principal Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 31 quarters since.
  • Principal Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $233M in Q3 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.