Principal Securities’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Principal Securities’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Buy	18,241 +87	+0.5%	+$2.11K	0.01%	1134
2026 Q1	$440K	Sell	18,154 -500	-3%	-$12.1K	0.01%	1037
2025 Q4	$452K	Buy	18,654 +1,651	+10%	+$40K	0.01%	971
2025 Q3	$413K	Buy	17,003 +39	+0.2%	+$944	0.01%	982
2025 Q2	$411K	Buy	16,964 +973	+6%	+$23.5K	0.01%	930
2025 Q1	$385K	Hold	15,991	–	–	0.01%	874
2024 Q4	$385K	Buy	15,991 +93	+0.6%	+$2.24K	0.01%	870
2024 Q3	$386K	Sell	15,898 -691	-4%	-$16.6K	0.01%	849
2024 Q2	$395K	Buy	16,589 +91	+0.6%	+$2.16K	0.01%	792
2024 Q1	$393K	Buy	16,498 +5,153	+45%	+$123K	0.01%	764
2023 Q4	$271K	Buy	+11,345	New	+$266K	0.01%	832

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Principal Securities's IBDR Position: Q2 2026 in Review

Principal Securities increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.48% in Q2 2026, buying an estimated $2.11K and bringing the position to 18,241 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1134.

Principal Securities first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $452K in Q4 2025. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Principal Securities held 18,241 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $442K as of Q2 2026.
Principal Securities bought 87 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.11K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1134 holding.
Principal Securities first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $452K in Q4 2025.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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