PS
IBMS

Principal Securities’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Principal Securities’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19
Closed -$496 – 3615
2025
Q3 		$496 Hold
19
– – ﹤0.01% 3535
2025
Q2 		$488 Hold
19
– – ﹤0.01% 3484
2025
Q1 		$482 Hold
19
– – ﹤0.01% 3362
2024
Q4 		$482 Buy
+19
New +$486 ﹤0.01% 3357

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Principal Securities's IBMS Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q4 2025, closing a stake of 19 shares — an estimated $496 sold.

Principal Securities first reported a position in IBMS in Q4 2024 and held it in 4 quarters. The position peaked at $496 in Q3 2025. 87 funds tracked by Wall St. Rank hold IBMS as of Q4 2025.

  • Principal Securities reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 19 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q4 2025, an estimated $496.
  • Principal Securities first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $496 in Q3 2025.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q4 2025.

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