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 Q2	$325K	Buy	14,051 +1,430	+11%	+$33.1K	﹤0.01%	1292
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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Principal Securities's IBDU Position: Q2 2026 in Review

Principal Securities increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q2 2026, buying an estimated $33.1K and bringing the position to 14,051 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Principal Securities first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Principal Securities held 14,051 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $325K as of Q2 2026.
Principal Securities bought 1,430 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $33.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1292 holding.
Principal Securities first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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