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Principal Securities’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Principal Securities’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Sell
21,681
-2,832
-12% -$64.8K 0.01% 1074
2026
Q1 		$562K Buy
24,513
+2,637
+12% +$60.4K 0.01% 933
2025
Q4 		$500K Buy
21,876
+1,824
+9% +$41.8K 0.01% 943
2025
Q3 		$460K Sell
20,052
-31
-0.2% -$710 0.01% 937
2025
Q2 		$461K Buy
20,083
+886
+5% +$20.3K 0.01% 896
2025
Q1 		$438K Hold
19,197
– – 0.01% 831
2024
Q4 		$438K Sell
19,197
-86
-0.4% -$1.96K 0.01% 827
2024
Q3 		$445K Buy
19,283
+1,219
+7% +$27.9K 0.01% 800
2024
Q2 		$409K Buy
18,064
+731
+4% +$16.5K 0.01% 773
2024
Q1 		$394K Buy
17,333
+3,869
+29% +$88K 0.01% 763
2023
Q4 		$308K Buy
+13,464
New +$304K 0.01% 781

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Principal Securities's IBTG Position: Q2 2026 in Review

Principal Securities reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 12% in Q2 2026, selling an estimated $64.8K and leaving 21,681 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1074.

Principal Securities first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $562K in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Principal Securities held 21,681 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $496K as of Q2 2026.
  • Principal Securities sold 2,832 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $64.8K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1074 holding.
  • Principal Securities first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $562K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.