Principal Securities’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Principal Securities’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21,524	Closed	-$542K	–	2345
2025 Q3	$542K	Sell	21,524 -2,365	-10%	-$59.4K	0.01%	879
2025 Q2	$602K	Sell	23,889 -669	-3%	-$16.8K	0.01%	787
2025 Q1	$615K	Hold	24,558	–	–	0.01%	705
2024 Q4	$615K	Sell	24,558 -60	-0.2%	-$1.5K	0.01%	698
2024 Q3	$618K	Sell	24,618 -519	-2%	-$13K	0.01%	688
2024 Q2	$625K	Sell	25,137 -90	-0.4%	-$2.23K	0.02%	628
2024 Q1	$626K	Buy	25,227 +9,167	+57%	+$227K	0.02%	583
2023 Q4	$398K	Buy	+16,060	New	+$393K	0.01%	694

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principal Securities's IBDQ Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 21,524 shares — an estimated $542K sold.

Principal Securities first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $626K in Q1 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Principal Securities reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 21,524 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $542K.
Principal Securities first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $626K in Q1 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.