Key Financial Inc
IBTJ icon

Key Financial Inc’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Key Financial Inc’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$106K Hold
4,995
– – 0.02% 409
2026
Q2 		$108K Buy
+4,995
New +$108K 0.02% 410

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Merit Financial Group
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Hengehold Capital Management
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HighTower Advisors
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UBS Group
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Atwood & Palmer
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Key Financial Inc's IBTJ Position: Q3 2026 in Review

Key Financial Inc held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q3 2026 at 4,995 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #409.

Key Financial Inc first reported a position in IBTJ in Q2 2026 and has held it in 2 quarters since. The position peaked at $108K in Q2 2026. 154 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Key Financial Inc held 4,995 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $106K as of Q3 2026.
  • Key Financial Inc left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #409 holding.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Key Financial Inc's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $108K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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