IBMS — ISHARES TR

Ownership history in PRINCIPAL SECURITIES, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in ISHARES TR (IBMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 19 — 0% 0.00% $496 $25.76
2025 Q2 UNCHANGED 19 — 0% 0.00% $488 $25.18
2025 Q1 UNCHANGED 19 — 0% 0.00% $482 $24.77
2024 Q4 INITIATED 19 — — 0.00% $482 $24.63
% of Fund (quarterly)    IBMS price (monthly, adj. close)

Other funds also holding IBMS

As of 2025 Q4 — sorted by position size

MOSELEY INVESTMENT MANAGEMENT INC 3Y 0.97% Kathmere Capital Management, LLC 3Y 0.88% Praetorian Wealth Management, Inc. 3Y 0.86% Cypress Point Wealth Management, LLC 3Y 0.65% Godshalk Welsh Capital Management, Inc. 3Y 7Y 0.42% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.33% Quantum Financial Advisors, LLC 3Y 0.33% Ellis Investment Partners, LLC 3Y 7Y 0.31% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 0.31% Clearstead Advisors, LLC 3Y 7Y 0.29%
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