Principal Securities’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Principal Securities’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,157	Closed	-$331K	–	2360
2025 Q3	$331K	Sell	14,157 -5,991	-30%	-$140K	0.01%	1079
2025 Q2	$471K	Buy	20,148 +373	+2%	+$8.7K	0.01%	883
2025 Q1	$461K	Hold	19,775	–	–	0.01%	809
2024 Q4	$461K	Sell	19,775 -320	-2%	-$7.46K	0.01%	805
2024 Q3	$471K	Buy	20,095 +1,310	+7%	+$30.5K	0.01%	776
2024 Q2	$436K	Buy	18,785 +754	+4%	+$17.5K	0.01%	752
2024 Q1	$419K	Buy	18,031 +3,834	+27%	+$89.1K	0.01%	738
2023 Q4	$331K	Buy	+14,197	New	+$328K	0.01%	759

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Principal Securities's IBTF Position: Q4 2025 in Review

Principal Securities sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 14,157 shares — an estimated $331K sold.

Principal Securities first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $471K in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Principal Securities reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 14,157 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $331K.
Principal Securities first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $471K in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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