IG — PRINCIPAL INVESTMENT GRADE
As of Q2 2026, 3 SEC-registered investment managers reported holding IG (PRINCIPAL INVESTMENT GRADE) in their latest 13F filings, with a combined reported value of $1.63M across 79.12K shares. That is -60.2% by share count (-119.68K shares) versus the previous quarter, while reported value moved -60.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 47.10K | $971.93K | 0.00% | Hold |
| Goldman Sachs Group history | 31.21K | $645.06K | 0.00% | Reduce |
| Morgan Stanley history | 806 | $16.67K | 0.00% | Add |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 96.72K | $2.00M | 0.00% | Add |
| Citadel Advisors history | 54.98K | $1.13M | 0.00% | New |
| Principal Global Investors history | 47.10K | $968.95K | 0.00% | Hold |
| Morgan Stanley history | 2 | $43 | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 90.14K | $1.88M | 0.00% | Add |
| Principal Global Investors history | 47.10K | $981.02K | 0.00% | Hold |
| Bank of America Corp history | 9.31K | $194.47K | 0.00% | Add |
| UBS Group AG history | 919 | $19.20K | 0.00% | New |
| Morgan Stanley history | 2 | $43 | 0.00% | New |
| Wells Fargo & Co history | 1 | $19 | 0.00% | Hold |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 47.10K | $990.56K | 0.00% | Hold |
| Citadel Advisors history | 27.17K | $573.28K | 0.00% | Add |
| Goldman Sachs Group history | 12.40K | $261.67K | 0.00% | New |
| Bank of America Corp history | 9.09K | $191.70K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $15 | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 47.10K | $976.47K | 0.00% | Hold |
| Citadel Advisors history | 17.49K | $363.98K | 0.00% | New |
| Bank of America Corp history | 12.27K | $255.24K | 0.00% | Reduce |
| Morgan Stanley history | 391 | $8.15K | 0.00% | Add |
| UBS Group AG history | 205 | $4.27K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $15 | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 47.10K | $970.91K | 0.00% | Hold |
| Goldman Sachs Group history | 40.06K | $828.08K | 0.00% | New |
| Bank of America Corp history | 25.61K | $529.30K | 0.00% | Reduce |
| UBS Group AG history | 530 | $10.96K | 0.00% | New |
| Morgan Stanley history | 388 | $8.03K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $12 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Citadel Advisors sold 54.98K sh · $1.13M
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Principal Global Investors | 47.10K | 47.10K | 47.10K | 47.10K | 47.10K | 47.10K | 47.10K | — | — | — | — | — | — | — | — | 2.55M | 15.75M | 15.75M | 17.45M | — |
| Goldman Sachs Group | 31.21K | 96.72K | 90.14K | 12.40K | — | 40.06K | — | 123.86K | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 806 | 2 | 2 | — | 391 | 388 | 1.50K | 2.46K | 974 | 1.00K | 1.02K | 6.01K | — | — | — | — | 75 | — | — | — |
| Citadel Advisors | — | 54.98K | — | 27.17K | 17.49K | — | 42.69K | — | — | — | 19.64K | 23.58K | — | — | — | 68.96K | 78.46K | 80.00K | 17.56K | — |
| Bank of America Corp | — | — | 9.31K | 9.09K | 12.27K | 25.61K | 26.23K | 14.33K | 14.15K | 16.69K | 11.09K | 13.23K | 62.97K | 107.05K | 47.45K | — | 98 | 99 | 656 | 656 |
| UBS Group AG | — | — | 919 | — | 205 | 530 | — | — | 62 | 675 | 702 | 19 | 1.22K | 755 | — | — | 810 | — | 685 | 3.14K |
| Wells Fargo & Co | — | — | 1 | 1 | 1 | 1 | 1 | — | 1 | — | 1 | — | — | — | — | 1 | 1 | 1 | 1 | 1 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | 1 | — | 1 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | 15.47K | 812 | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | 604 | 604 | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details