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Principal Securities’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Principal Securities’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$511 – 2357
2025
Q3 		$511 Hold
20
– – ﹤0.01% 3529
2025
Q2 		$505 Hold
20
– – ﹤0.01% 3472
2025
Q1 		$500 Hold
20
– – ﹤0.01% 3354
2024
Q4 		$500 Buy
+20
New +$503 ﹤0.01% 3349

Other funds holding IBMR

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Principal Securities's IBMR Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2025, closing a stake of 20 shares — an estimated $511 sold.

Principal Securities first reported a position in IBMR in Q4 2024 and held it in 4 quarters. The position peaked at $511 in Q3 2025. 119 funds tracked by Wall St. Rank hold IBMR as of Q4 2025.

  • Principal Securities reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 20 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q4 2025, an estimated $511.
  • Principal Securities first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $511 in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2025.

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