KFI
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Key Financial Inc’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Key Financial Inc’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$88 – 1433
2025
Q4 		$88 Buy
+2
New +$89 ﹤0.01% 1415

Other funds holding IMTB

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DWM
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OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's IMTB Position: Q1 2026 in Review

Key Financial Inc sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2026, closing a stake of 2 shares — an estimated $88 sold.

Key Financial Inc first reported a position in IMTB in Q4 2025 and held it in 1 quarter. The position peaked at $88 in Q4 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Key Financial Inc reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 2 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $88.
  • Key Financial Inc first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • Key Financial Inc's iShares Core 5-10 Year USD Bond ETF position peaked at $88 in Q4 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.