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 Q3	$244K	Sell	5,905 -202	-3%	-$8.64K	﹤0.01%	1425
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 $100B AUM 26.06% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.25B AUM 17.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Securities's IMTB Position: Q3 2026 in Review

Principal Securities reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 3.3% in Q3 2026, selling an estimated $8.64K and leaving 5,905 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Principal Securities first reported a position in IMTB in Q2 2024 and has held it in 10 quarters since. The position peaked at $293K in Q1 2025. 48 funds tracked by Wall St. Rank hold IMTB as of Q3 2026.

Principal Securities held 5,905 shares of iShares Core 5-10 Year USD Bond ETF worth $244K as of Q3 2026.
Principal Securities sold 202 iShares Core 5-10 Year USD Bond ETF shares in Q3 2026, an estimated $8.64K.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Principal Securities's portfolio in Q3 2026, its #1425 holding.
Principal Securities first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2024 and has held it in 10 quarters since.
Principal Securities's iShares Core 5-10 Year USD Bond ETF position peaked at $293K in Q1 2025.
48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.