PS
IBTH icon

Principal Securities’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Principal Securities’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Buy
12,346
+10
+0.1% +$224 ﹤0.01% 1358
2026
Q1 		$277K Buy
12,336
+91
+0.7% +$2.04K ﹤0.01% 1243
2025
Q4 		$275K Buy
12,245
+211
+2% +$4.75K ﹤0.01% 1176
2025
Q3 		$271K Hold
12,034
– – ﹤0.01% 1153
2025
Q2 		$271K Sell
12,034
-1,200
-9% -$26.9K 0.01% 1104
2025
Q1 		$294K Hold
13,234
– – 0.01% 986
2024
Q4 		$294K Buy
13,234
+84
+0.6% +$1.87K 0.01% 981
2024
Q3 		$298K Buy
13,150
+1,103
+9% +$24.7K 0.01% 936
2024
Q2 		$266K Hold
12,047
– – 0.01% 933
2024
Q1 		$267K Buy
12,047
+905
+8% +$20.1K 0.01% 902
2023
Q4 		$249K Buy
+11,142
New +$245K 0.01% 860

Other funds holding IBTH

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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Securities's IBTH Position: Q2 2026 in Review

Principal Securities increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.08% in Q2 2026, buying an estimated $224 and bringing the position to 12,346 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Principal Securities first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $298K in Q3 2024. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Principal Securities held 12,346 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $276K as of Q2 2026.
  • Principal Securities bought 10 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $224.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1358 holding.
  • Principal Securities first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $298K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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