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Key Financial Inc’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Key Financial Inc’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4K Hold
648
– – ﹤0.01% 773
2025
Q4 		$16.5K Hold
648
– – ﹤0.01% 756
2025
Q3 		$16.6K Buy
+648
New +$16.4K ﹤0.01% 752

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Key Financial Inc's IBDX Position: Q1 2026 in Review

Key Financial Inc held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q1 2026 at 648 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Key Financial Inc first reported a position in IBDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.6K in Q3 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Key Financial Inc held 648 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $16.4K as of Q1 2026.
  • Key Financial Inc left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #773 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $16.6K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.