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Principal Securities’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Principal Securities’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Buy
17,628
+623
+4% +$15.7K 0.01% 1132
2026
Q1 		$431K Sell
17,005
-460
-3% -$11.7K 0.01% 1048
2025
Q4 		$445K Buy
17,465
+1,500
+9% +$38.2K 0.01% 980
2025
Q3 		$407K Buy
15,965
+77
+0.5% +$1.96K 0.01% 992
2025
Q2 		$404K Buy
15,888
+4,246
+36% +$107K 0.01% 946
2025
Q1 		$290K Hold
11,642
– – 0.01% 992
2024
Q4 		$290K Buy
11,642
+864
+8% +$21.7K 0.01% 989
2024
Q3 		$275K Buy
10,778
+220
+2% +$5.55K 0.01% 970
2024
Q2 		$262K Hold
10,558
– – 0.01% 941
2024
Q1 		$263K Buy
10,558
+5
+0% +$124 0.01% 907
2023
Q4 		$265K Buy
+10,553
New +$256K 0.01% 840

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities's IBDT Position: Q2 2026 in Review

Principal Securities increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.7% in Q2 2026, buying an estimated $15.7K and bringing the position to 17,628 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #1132.

Principal Securities first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Principal Securities held 17,628 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $445K as of Q2 2026.
  • Principal Securities bought 623 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $15.7K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1132 holding.
  • Principal Securities first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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