Key Financial Inc’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126K	Buy	+4,975	New	+$126K	0.02%	380

Other funds holding IBMP

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Key Financial Inc opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026: 4,975 shares worth $126K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings.

190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Key Financial Inc held 4,975 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $126K as of Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Key Financial Inc position in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #380 holding.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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