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Principal Securities’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Principal Securities’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Buy
9,272
+3,768
+68% +$200K 0.01% 1078
2026
Q1 		$293K Buy
5,504
+1,501
+37% +$80.8K ﹤0.01% 1215
2025
Q4 		$216K Buy
4,003
+1,104
+38% +$59.7K ﹤0.01% 1295
2025
Q3 		$157K Sell
2,899
-7
-0.2% -$374 ﹤0.01% 1398
2025
Q2 		$155K Sell
2,906
-288
-9% -$15K ﹤0.01% 1349
2025
Q1 		$165K Hold
3,194
– – ﹤0.01% 1213
2024
Q4 		$165K Buy
3,194
+90
+3% +$4.71K ﹤0.01% 1210
2024
Q3 		$167K Sell
3,104
-152
-5% -$8.02K ﹤0.01% 1176
2024
Q2 		$167K Buy
3,256
+1,186
+57% +$60.4K ﹤0.01% 1111
2024
Q1 		$107K Buy
2,070
+1,178
+132% +$60.5K ﹤0.01% 1254
2023
Q4 		$46.4K Buy
+892
New +$44.1K ﹤0.01% 1522

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Securities's IGIB Position: Q2 2026 in Review

Principal Securities increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 68% in Q2 2026, buying an estimated $200K and bringing the position to 9,272 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1078.

Principal Securities first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Principal Securities held 9,272 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $493K as of Q2 2026.
  • Principal Securities bought 3,768 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $200K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1078 holding.
  • Principal Securities first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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