Key Financial Inc’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$108K	Buy	+4,835	New	+$108K	0.02%	408

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Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

IWC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Key Financial Inc opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 4,835 shares worth $108K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings.

310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Key Financial Inc held 4,835 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $108K as of Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Key Financial Inc position in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #408 holding.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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