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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Principal Securities's IBDR Position: Q1 2026 in Review

Principal Securities reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.7% in Q1 2026, selling an estimated $12.1K and leaving 18,154 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #1037.

Principal Securities first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $452K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Principal Securities held 18,154 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $440K as of Q1 2026.
Principal Securities sold 500 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $12.1K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1037 holding.
Principal Securities first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $452K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.