KFI
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
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

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Key Financial Inc's IBDU Position: Q2 2026 in Review

Key Financial Inc reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q2 2026, selling an estimated $1.97K and leaving 557 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Key Financial Inc first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q3 2025. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Key Financial Inc held 557 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.9K as of Q2 2026.
  • Key Financial Inc sold 85 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.97K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #812 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $15.1K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.