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Principal Securities’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Principal Securities’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
16,924
+261
+2% +$5.94K ﹤0.01% 1211
2026
Q1 		$382K Sell
16,663
-884
-5% -$20.4K 0.01% 1100
2025
Q4 		$405K Buy
17,547
+6,090
+53% +$141K 0.01% 1018
2025
Q3 		$268K Buy
11,457
+5,635
+97% +$131K ﹤0.01% 1161
2025
Q2 		$135K Buy
5,822
+1,658
+40% +$38.2K ﹤0.01% 1405
2025
Q1 		$96.4K Hold
4,164
– – ﹤0.01% 1458
2024
Q4 		$96.4K Hold
4,164
– – ﹤0.01% 1455
2024
Q3 		$97.5K Buy
4,164
+700
+20% +$16.2K ﹤0.01% 1408
2024
Q2 		$79.4K Buy
3,464
+700
+25% +$16K ﹤0.01% 1413
2024
Q1 		$63.7K Sell
2,764
-10
-0.4% -$229 ﹤0.01% 1459
2023
Q4 		$63.6K Buy
+2,774
New +$62.6K ﹤0.01% 1380

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Principal Securities's IBHF Position: Q2 2026 in Review

Principal Securities increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.6% in Q2 2026, buying an estimated $5.94K and bringing the position to 16,924 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Principal Securities first reported a position in IBHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Principal Securities held 16,924 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $383K as of Q2 2026.
  • Principal Securities bought 261 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.94K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1211 holding.
  • Principal Securities first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $405K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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