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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
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's IMTB Position: Q1 2026 in Review

Principal Securities reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 3.2% in Q1 2026, selling an estimated $8.84K and leaving 6,107 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Principal Securities first reported a position in IMTB in Q2 2024 and has held it in 8 quarters since. The position peaked at $293K in Q1 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Principal Securities held 6,107 shares of iShares Core 5-10 Year USD Bond ETF worth $268K as of Q1 2026.
  • Principal Securities sold 200 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $8.84K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1262 holding.
  • Principal Securities first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Principal Securities's iShares Core 5-10 Year USD Bond ETF position peaked at $293K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.