Key Financial Inc
IBDY icon

Key Financial Inc’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Key Financial Inc’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.8K Hold
564
– – ﹤0.01% 790
2026
Q2 		$14.5K Hold
564
– – ﹤0.01% 784
2026
Q1 		$14.6K Hold
564
– – ﹤0.01% 798
2025
Q4 		$14.7K Hold
564
– – ﹤0.01% 788
2025
Q3 		$14.8K Buy
+564
New +$14.6K ﹤0.01% 783

Other funds holding IBDY

Capital Investment Advisors
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Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

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

Key Financial Inc held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q3 2026 at 564 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Key Financial Inc first reported a position in IBDY in Q3 2025 and has held it in 5 quarters since. The position peaked at $14.8K in Q3 2025. 106 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Key Financial Inc held 564 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $13.8K as of Q3 2026.
  • Key Financial Inc left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #790 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $14.8K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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