Key Financial Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Key Financial Inc’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.3K	Buy	+3,794	New	+$97.3K	0.02%	429

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Key Financial Inc opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026: 3,794 shares worth $97.3K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings.

181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Key Financial Inc held 3,794 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $97.3K as of Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Key Financial Inc position in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #429 holding.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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