Custody Firm Supports City Investment Report

The city received its monthly investment report for the portfolio as of June 30, 2026. Principal Custody Solutions provided the market value source used in the report.

Document date · September 1, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

As of June 30, 2026 (monthly reporting)

Document type

StaffReport

Source document

City of Carlsbad StaffReport Report on City Investments as of June 30, 2026 2026-09-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Carlsbad?

Principal Custody Solutions was awarded this financial services contract by City of Carlsbad, as recorded on September 1, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a staffreport record.

Where was this contract approved?

This contract appears in City of Carlsbad StaffReport Report on City Investments as of June 30, 2026 2026-09-01 (StaffReport), dated September 1, 2026 from City of Carlsbad. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Principal Custody Solutions hold?

Principal Custody Solutions may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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