Key Financial Inc
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Key Financial Inc’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Key Financial Inc’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.5K Hold
590
– – ﹤0.01% 811
2026
Q2 		$12.9K Sell
590
-94
-14% -$2.05K ﹤0.01% 813
2026
Q1 		$15K Hold
684
– – ﹤0.01% 789
2025
Q4 		$15.1K Hold
684
– – ﹤0.01% 780
2025
Q3 		$15.1K Buy
+684
New +$15.1K ﹤0.01% 777

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

Key Financial Inc held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 590 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Key Financial Inc first reported a position in IBDV in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q3 2025. 261 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Key Financial Inc held 590 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $12.5K as of Q3 2026.
  • Key Financial Inc left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #811 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $15.1K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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