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 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 $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

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

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

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return