Principal Securities’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Principal Securities’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$427K	Sell	19,274 -1,172	-6%	-$26K	0.01%	1154
2026 Q1	$456K	Sell	20,446 -492	-2%	-$11K	0.01%	1013
2025 Q4	$468K	Buy	20,938 +1,958	+10%	+$43.8K	0.01%	962
2025 Q3	$425K	Buy	18,980 +66	+0.3%	+$1.47K	0.01%	970
2025 Q2	$423K	Buy	18,914 +5,501	+41%	+$122K	0.01%	921
2025 Q1	$294K	Hold	13,413	–	–	0.01%	985
2024 Q4	$294K	Buy	13,413 +91	+0.7%	+$2.01K	0.01%	980
2024 Q3	$300K	Buy	13,322 +1,113	+9%	+$24.8K	0.01%	933
2024 Q2	$267K	Hold	12,209	–	–	0.01%	930
2024 Q1	$268K	Buy	12,209 +915	+8%	+$20.1K	0.01%	901
2023 Q4	$251K	Buy	+11,294	New	+$245K	0.01%	856

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Principal Securities's IBTI Position: Q2 2026 in Review

Principal Securities reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5.7% in Q2 2026, selling an estimated $26K and leaving 19,274 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1154.

Principal Securities first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $468K in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Principal Securities held 19,274 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $427K as of Q2 2026.
Principal Securities sold 1,172 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $26K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1154 holding.
Principal Securities first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $468K in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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