Principal Securities’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Principal Securities’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Buy	13,040 +93	+0.7%	+$2.04K	﹤0.01%	1228
2025 Q4	$284K	Buy	12,947 +201	+2%	+$4.42K	﹤0.01%	1164
2025 Q3	$280K	Hold	12,746	–	–	﹤0.01%	1141
2025 Q2	$279K	Hold	12,746	–	–	0.01%	1091
2025 Q1	$272K	Hold	12,746	–	–	0.01%	1014
2024 Q4	$272K	Buy	12,746 +96	+0.8%	+$2.07K	0.01%	1011
2024 Q3	$280K	Buy	12,650 +1,083	+9%	+$23.7K	0.01%	962
2024 Q2	$247K	Buy	11,567 +878	+8%	+$18.6K	0.01%	961
2024 Q1	$230K	Hold	10,689	–	–	0.01%	958
2023 Q4	$233K	Buy	+10,689	New	+$226K	0.01%	889

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities's IBTJ Position: Q1 2026 in Review

Principal Securities increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.72% in Q1 2026, buying an estimated $2.04K and bringing the position to 13,040 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Principal Securities first reported a position in IBTJ in Q4 2023 and has held it in 10 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Principal Securities held 13,040 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $285K as of Q1 2026.
Principal Securities bought 93 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $2.04K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1228 holding.
Principal Securities first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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