Principal Securities’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Principal Securities’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,253	Closed	-$98.8K	–	2350
2025 Q3	$98.8K	Sell	4,253 -2,328	-35%	-$54K	﹤0.01%	1603
2025 Q2	$153K	Buy	6,581 +4	+0.1%	+$93	﹤0.01%	1356
2025 Q1	$153K	Hold	6,577	–	–	﹤0.01%	1246
2024 Q4	$153K	Sell	6,577 -147	-2%	-$3.41K	﹤0.01%	1245
2024 Q3	$157K	Buy	6,724 +227	+3%	+$5.27K	﹤0.01%	1204
2024 Q2	$151K	Buy	6,497 +689	+12%	+$16K	﹤0.01%	1163
2024 Q1	$136K	Buy	5,808 +708	+14%	+$16.5K	﹤0.01%	1169
2023 Q4	$118K	Buy	+5,100	New	+$117K	﹤0.01%	1135

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Securities's IBHE Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 4,253 shares — an estimated $98.8K sold.

Principal Securities first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $157K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Principal Securities reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 4,253 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $98.8K.
Principal Securities first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $157K in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

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