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Principal Securities’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Principal Securities’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$513 – 2356
2025
Q3 		$513 Hold
20
– – ﹤0.01% 3528
2025
Q2 		$508 Sell
20
-128
-86% -$3.22K ﹤0.01% 3471
2025
Q1 		$3.73K Buy
148
+128
+640% +$3.23K ﹤0.01% 2877
2024
Q4 		$504 Buy
+20
New +$507 ﹤0.01% 3347

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Principal Securities's IBMQ Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2025, closing a stake of 20 shares — an estimated $513 sold.

Principal Securities first reported a position in IBMQ in Q4 2024 and held it in 4 quarters. The position peaked at $3.73K in Q1 2025. 177 funds tracked by Wall St. Rank hold IBMQ as of Q4 2025.

  • Principal Securities reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 20 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2025, an estimated $513.
  • Principal Securities first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $3.73K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2025.

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