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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
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Principal Securities's IBTG Position: Q1 2026 in Review

Principal Securities increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 12% in Q1 2026, buying an estimated $60.4K and bringing the position to 24,513 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #933.

Principal Securities first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Principal Securities held 24,513 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $562K as of Q1 2026.
  • Principal Securities bought 2,637 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $60.4K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #933 holding.
  • Principal Securities first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.