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Principal Securities’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Principal Securities’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Sell
14,865
-689
-4% -$36.1K 0.01% 879
2026
Q1 		$818K Buy
15,554
+1,098
+8% +$58K 0.01% 794
2025
Q4 		$764K Buy
14,456
+411
+3% +$21.8K 0.01% 780
2025
Q3 		$745K Buy
14,045
+1,578
+13% +$83.3K 0.01% 763
2025
Q2 		$658K Sell
12,467
-251
-2% -$13.1K 0.01% 751
2025
Q1 		$658K Buy
12,718
+1,168
+10% +$60.7K 0.01% 680
2024
Q4 		$597K Sell
11,550
-1,090
-9% -$56.7K 0.01% 707
2024
Q3 		$666K Sell
12,640
-294
-2% -$15.3K 0.02% 665
2024
Q2 		$663K Buy
12,934
+62
+0.5% +$3.16K 0.02% 611
2024
Q1 		$660K Sell
12,872
-1,006
-7% -$51.5K 0.02% 566
2023
Q4 		$712K Buy
+13,878
New +$697K 0.03% 495

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities's IGSB Position: Q2 2026 in Review

Principal Securities reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.4% in Q2 2026, selling an estimated $36.1K and leaving 14,865 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #879.

Principal Securities first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $818K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Principal Securities held 14,865 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $779K as of Q2 2026.
  • Principal Securities sold 689 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $36.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #879 holding.
  • Principal Securities first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $818K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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