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Principal Securities’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Principal Securities’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-902
Closed -$20.3K – 2349
2025
Q3 		$20.3K Hold
902
– – ﹤0.01% 2391
2025
Q2 		$20.3K Hold
902
– – ﹤0.01% 2306
2025
Q1 		$20.1K Hold
902
– – ﹤0.01% 2193
2024
Q4 		$20.1K Hold
902
– – ﹤0.01% 2189
2024
Q3 		$20.4K Hold
902
– – ﹤0.01% 2114
2024
Q2 		$19.9K Hold
902
– – ﹤0.01% 2068
2024
Q1 		$20.1K Hold
902
– – ﹤0.01% 1999
2023
Q4 		$20K Buy
+902
New +$19.5K ﹤0.01% 1921

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Principal Securities's IBHG Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q4 2025, closing a stake of 902 shares — an estimated $20.3K sold.

Principal Securities first reported a position in IBHG in Q4 2023 and held it in 8 quarters. The position peaked at $20.4K in Q3 2024. 116 funds tracked by Wall St. Rank hold IBHG as of Q4 2025.

  • Principal Securities reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 902 iShares iBonds 2027 Term High Yield and Income ETF shares in Q4 2025, an estimated $20.3K.
  • Principal Securities first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $20.4K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q4 2025.

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