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Principal Securities’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Principal Securities’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,943
Closed -$49.9K – 2354
2025
Q3 		$49.9K Hold
1,943
– – ﹤0.01% 1948
2025
Q2 		$49.8K Sell
1,943
-91
-4% -$2.32K ﹤0.01% 1878
2025
Q1 		$51.8K Buy
2,034
+91
+5% +$2.32K ﹤0.01% 1749
2024
Q4 		$49.5K Hold
1,943
– – ﹤0.01% 1761
2024
Q3 		$49.8K Sell
1,943
-8
-0.4% -$204 ﹤0.01% 1694
2024
Q2 		$49.4K Hold
1,951
– – ﹤0.01% 1633
2024
Q1 		$49.5K Sell
1,951
-9
-0.5% -$229 ﹤0.01% 1579
2023
Q4 		$50K Buy
+1,960
New +$49.2K ﹤0.01% 1488

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return