Principal Securities’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Principal Securities’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Hold	6,107	–	–	﹤0.01%	1378
2026 Q1	$268K	Sell	6,107 -200	-3%	-$8.84K	﹤0.01%	1262
2025 Q4	$279K	Hold	6,307	–	–	﹤0.01%	1173
2025 Q3	$279K	Sell	6,307 -17	-0.3%	-$743	﹤0.01%	1144
2025 Q2	$276K	Sell	6,324 -590	-9%	-$25.4K	0.01%	1094
2025 Q1	$293K	Hold	6,914	–	–	0.01%	987
2024 Q4	$293K	Buy	6,914 +4,331	+168%	+$187K	0.01%	982
2024 Q3	$115K	Buy	2,583 +2,530	+4,774%	+$111K	﹤0.01%	1332
2024 Q2	$2.26K	Buy	+53	New	+$2.24K	﹤0.01%	2876

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Securities's IMTB Position: Q2 2026 in Review

Principal Securities held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 6,107 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Principal Securities first reported a position in IMTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $293K in Q1 2025. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Principal Securities held 6,107 shares of iShares Core 5-10 Year USD Bond ETF worth $266K as of Q2 2026.
Principal Securities left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1378 holding.
Principal Securities first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
Principal Securities's iShares Core 5-10 Year USD Bond ETF position peaked at $293K in Q1 2025.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

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