Principal Securities’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Principal Securities’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,394	Closed	-$30.9K	–	2346
2025 Q3	$30.9K	Buy	1,394 +370	+36%	+$8.14K	﹤0.01%	2207
2025 Q2	$22.5K	Hold	1,024	–	–	﹤0.01%	2255
2025 Q1	$21.9K	Hold	1,024	–	–	﹤0.01%	2147
2024 Q4	$21.9K	Hold	1,024	–	–	﹤0.01%	2143
2024 Q3	$22.7K	Hold	1,024	–	–	﹤0.01%	2056
2024 Q2	$21.8K	Hold	1,024	–	–	﹤0.01%	2032
2024 Q1	$21.9K	Buy	+1,024	New	+$21.9K	﹤0.01%	1966

Other funds holding IBDV

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

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

ACA

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

CIA

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Principal Securities's IBDV Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2025, closing a stake of 1,394 shares — an estimated $30.9K sold.

Principal Securities first reported a position in IBDV in Q1 2024 and held it in 7 quarters. The position peaked at $30.9K in Q3 2025. 315 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

Principal Securities reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,394 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $30.9K.
Principal Securities first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
Principal Securities's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $30.9K in Q3 2025.
315 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.