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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
Q2 		$14.2K Sell
564
-84
-13% -$2.12K ﹤0.01% 792
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 $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Key Financial Inc reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 13% in Q2 2026, selling an estimated $2.12K and leaving 564 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Key Financial Inc first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.6K in Q3 2025. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Key Financial Inc held 564 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $14.2K as of Q2 2026.
  • Key Financial Inc sold 84 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $2.12K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #792 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $16.6K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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