Key Financial Inc
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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
Q3 		$13.6K Hold
564
– – ﹤0.01% 795
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

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

Key Financial Inc held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q3 2026 at 564 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Key Financial Inc first reported a position in IBDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.6K in Q3 2025. 189 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • Key Financial Inc held 564 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $13.6K as of Q3 2026.
  • Key Financial Inc left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #795 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $16.6K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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