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Principal Securities’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Principal Securities’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,460
Closed -$31K – 2347
2025
Q3 		$31K Buy
1,460
+387
+36% +$8.15K ﹤0.01% 2202
2025
Q2 		$22.6K Sell
1,073
-195
-15% -$4.03K ﹤0.01% 2253
2025
Q1 		$25.8K Hold
1,268
– – ﹤0.01% 2075
2024
Q4 		$25.8K Hold
1,268
– – ﹤0.01% 2069
2024
Q3 		$26.9K Hold
1,268
– – ﹤0.01% 1980
2024
Q2 		$25.7K Hold
1,268
– – ﹤0.01% 1930
2024
Q1 		$26K Buy
1,268
+1,073
+550% +$21.9K ﹤0.01% 1881
2023
Q4 		$4.05K Buy
+195
New +$3.84K ﹤0.01% 2608

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Principal Securities's IBDW Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2025, closing a stake of 1,460 shares — an estimated $31K sold.

Principal Securities first reported a position in IBDW in Q4 2023 and held it in 8 quarters. The position peaked at $31K in Q3 2025. 259 funds tracked by Wall St. Rank hold IBDW as of Q4 2025.

  • Principal Securities reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,460 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2025, an estimated $31K.
  • Principal Securities first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $31K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2025.

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