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Asset Dedication LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Asset Dedication LLC’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.56K Hold
325
– – ﹤0.01% 803
2025
Q4 		$7.61K Hold
325
– – ﹤0.01% 830
2025
Q3 		$7.63K Hold
325
– – ﹤0.01% 844
2025
Q2 		$7.58K Hold
325
– – ﹤0.01% 862
2025
Q1 		$7.52K Hold
325
– – ﹤0.01% 808
2024
Q4 		$7.41K Sell
325
-46,933
-99% -$1.08M ﹤0.01% 803
2024
Q3 		$1.11M Sell
47,258
-23,189
-33% -$537K 0.07% 171
2024
Q2 		$1.6M Buy
+70,447
New +$1.59M 0.11% 136

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ACA
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CAI
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return