Key Financial Inc
IBDU icon

Key Financial Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Key Financial Inc’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.6K Hold
557
– – ﹤0.01% 810
2026
Q2 		$12.9K Sell
557
-85
-13% -$1.97K ﹤0.01% 812
2026
Q1 		$14.9K Hold
642
– – ﹤0.01% 792
2025
Q4 		$15K Hold
642
– – ﹤0.01% 782
2025
Q3 		$15.1K Buy
+642
New +$15K ﹤0.01% 778

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Capital Investment Advisors
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Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Key Financial Inc's IBDU Position: Q3 2026 in Review

Key Financial Inc held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2026 at 557 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Key Financial Inc first reported a position in IBDU in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q3 2025. 297 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Key Financial Inc held 557 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.6K as of Q3 2026.
  • Key Financial Inc left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #810 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $15.1K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.