Principal Securities’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Principal Securities’s Portfolio IBHH Stock Details IBHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,074	Closed	-$121K	–	2351
2025 Q3	$121K	Buy	5,074 +95	+2%	+$2.25K	﹤0.01%	1510
2025 Q2	$118K	Buy	4,979 +4,108	+472%	+$95.7K	﹤0.01%	1468
2025 Q1	$20.4K	Hold	871	–	–	﹤0.01%	2191
2024 Q4	$20.4K	Hold	871	–	–	﹤0.01%	2187
2024 Q3	$20.7K	Hold	871	–	–	﹤0.01%	2102
2024 Q2	$20.1K	Hold	871	–	–	﹤0.01%	2064
2024 Q1	$20.3K	Hold	871	–	–	﹤0.01%	1994
2023 Q4	$20.3K	Buy	+871	New	+$19.5K	﹤0.01%	1910

Other funds holding IBHH

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Principal Securities's IBHH Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q4 2025, closing a stake of 5,074 shares — an estimated $121K sold.

Principal Securities first reported a position in IBHH in Q4 2023 and held it in 8 quarters. The position peaked at $121K in Q3 2025. 88 funds tracked by Wall St. Rank hold IBHH as of Q4 2025.

Principal Securities reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 5,074 iShares iBonds 2028 Term High Yield and Income ETF shares in Q4 2025, an estimated $121K.
Principal Securities first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $121K in Q3 2025.
88 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q4 2025.

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