Principal Securities’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Principal Securities’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$331K	Buy	13,663 +1,380	+11%	+$33.5K	﹤0.01%	1158
2025 Q4	$298K	Buy	12,283 +222	+2%	+$5.39K	﹤0.01%	1147
2025 Q3	$294K	Hold	12,061	–	–	﹤0.01%	1127
2025 Q2	$293K	Hold	12,061	–	–	0.01%	1071
2025 Q1	$289K	Hold	12,061	–	–	0.01%	994
2024 Q4	$289K	Buy	12,061 +30	+0.2%	+$722	0.01%	991
2024 Q3	$293K	Buy	12,031 +215	+2%	+$5.18K	0.01%	943
2024 Q2	$280K	Hold	11,816	–	–	0.01%	910
2024 Q1	$281K	Buy	11,816 +844	+8%	+$20.1K	0.01%	884
2023 Q4	$263K	Buy	+10,972	New	+$256K	0.01%	844

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Principal Securities's IBDS Position: Q1 2026 in Review

Principal Securities increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q1 2026, buying an estimated $33.5K and bringing the position to 13,663 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Principal Securities first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Principal Securities held 13,663 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $331K as of Q1 2026.
Principal Securities bought 1,380 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $33.5K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1158 holding.
Principal Securities first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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