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Key Financial Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Key Financial Inc’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Sell
680
-100
-13% -$2.09K ﹤0.01% 793
2026
Q1 		$16.3K Hold
780
– – ﹤0.01% 774
2025
Q4 		$16.5K Hold
780
– – ﹤0.01% 758
2025
Q3 		$16.5K Buy
+780
New +$16.4K ﹤0.01% 753

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Key Financial Inc reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 13% in Q2 2026, selling an estimated $2.09K and leaving 680 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Key Financial Inc first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.5K in Q3 2025. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Key Financial Inc held 680 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $14.2K as of Q2 2026.
  • Key Financial Inc sold 100 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $2.09K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #793 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $16.5K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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