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Principal Securities’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Principal Securities’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-895
Closed -$21.3K – 2352
2025
Q3 		$21.3K Hold
895
– – ﹤0.01% 2373
2025
Q2 		$21.2K Hold
895
– – ﹤0.01% 2283
2025
Q1 		$21K Hold
895
– – ﹤0.01% 2171
2024
Q4 		$21K Buy
+895
New +$21.2K ﹤0.01% 2167

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's IBHI Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q4 2025, closing a stake of 895 shares — an estimated $21.3K sold.

Principal Securities first reported a position in IBHI in Q4 2024 and held it in 4 quarters. The position peaked at $21.3K in Q3 2025. 75 funds tracked by Wall St. Rank hold IBHI as of Q4 2025.

  • Principal Securities reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 895 iShares iBonds 2029 Term High Yield and Income ETF shares in Q4 2025, an estimated $21.3K.
  • Principal Securities first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $21.3K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q4 2025.

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