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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 $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities's IBMO Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 1,943 shares — an estimated $49.9K sold.

Principal Securities first reported a position in IBMO in Q4 2023 and held it in 8 quarters. The position peaked at $51.8K in Q1 2025. 182 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Principal Securities reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,943 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $49.9K.
  • Principal Securities first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $51.8K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

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