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Principal Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Principal Securities’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.83M Buy
141,607
+6,624
+5% +$320K 0.08% 219
2026
Q1 		$6.54M Buy
134,983
+7,563
+6% +$368K 0.1% 199
2025
Q4 		$6.21M Sell
127,420
-3,211
-2% -$157K 0.1% 200
2025
Q3 		$6.38M Buy
130,631
+16,561
+15% +$806K 0.11% 185
2025
Q2 		$5.55M Buy
114,070
+19,047
+20% +$919K 0.1% 190
2025
Q1 		$4.54M Hold
95,023
– – 0.1% 199
2024
Q4 		$4.54M Buy
95,023
+16,211
+21% +$778K 0.1% 197
2024
Q3 		$3.84M Buy
78,812
+8,152
+12% +$392K 0.09% 211
2024
Q2 		$3.35M Buy
70,660
+12,697
+22% +$599K 0.09% 207
2024
Q1 		$2.75M Buy
57,963
+17,837
+44% +$846K 0.09% 222
2023
Q4 		$1.91M Buy
+40,126
New +$1.87M 0.07% 265

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Principal Securities's ISTB Position: Q2 2026 in Review

Principal Securities increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.9% in Q2 2026, buying an estimated $320K and bringing the position to 141,607 shares worth $6.83M. The position accounts for 0.08% of the portfolio, ranked #219.

Principal Securities first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Principal Securities held 141,607 shares of iShares Core 1-5 Year USD Bond ETF worth $6.83M as of Q2 2026.
  • Principal Securities bought 6,624 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $320K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.08% of Principal Securities's portfolio in Q2 2026, its #219 holding.
  • Principal Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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