Key Financial Inc
IBDW icon

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
Q3 		$13.6K Hold
680
– – ﹤0.01% 793
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

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Klingman & Associates
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Sigma Investment Counselors
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Woodmont Investment Counsel
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Commonwealth Equity Services
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MV Capital Management
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Howland Capital Management
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Arrow Financial
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Key Financial Inc's IBDW Position: Q3 2026 in Review

Key Financial Inc held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q3 2026 at 680 shares worth $13.6K. 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 5 quarters since. The position peaked at $16.5K in Q3 2025. 160 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Key Financial Inc held 680 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $13.6K as of Q3 2026.
  • Key Financial Inc left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 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 5 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $16.5K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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