Principal Securities’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Principal Securities’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$294K	Hold	12,621	–	–	﹤0.01%	1211
2025 Q4	$295K	Buy	12,621 +474	+4%	+$11.1K	﹤0.01%	1150
2025 Q3	$285K	Buy	12,147 +350	+3%	+$8.18K	﹤0.01%	1137
2025 Q2	$275K	Buy	11,797 +478	+4%	+$11K	0.01%	1098
2025 Q1	$258K	Hold	11,319	–	–	0.01%	1026
2024 Q4	$258K	Buy	11,319 +2	+0%	+$46	0.01%	1025
2024 Q3	$266K	Buy	11,317 +100	+0.9%	+$2.32K	0.01%	989
2024 Q2	$254K	Hold	11,217	–	–	0.01%	953
2024 Q1	$256K	Buy	11,217 +962	+9%	+$21.9K	0.01%	916
2023 Q4	$237K	Buy	+10,255	New	+$227K	0.01%	881

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Principal Securities's IBDU Position: Q1 2026 in Review

Principal Securities held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q1 2026 at 12,621 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Principal Securities first reported a position in IBDU in Q4 2023 and has held it in 10 quarters since. The position peaked at $295K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Principal Securities held 12,621 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $294K as of Q1 2026.
Principal Securities left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1211 holding.
Principal Securities first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $295K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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