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Asset Dedication LLC’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Asset Dedication LLC’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1K Buy
771
+270
+54% +$7.03K ﹤0.01% 664
2026
Q1 		$13K Buy
+501
New +$12.9K ﹤0.01% 721

Other funds holding IBIC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Asset Dedication LLC's IBIC Position: Q2 2026 in Review

Asset Dedication LLC increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 54% in Q2 2026, buying an estimated $7.03K and bringing the position to 771 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Asset Dedication LLC first reported a position in IBIC in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Asset Dedication LLC held 771 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $20.1K as of Q2 2026.
  • Asset Dedication LLC bought 270 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $7.03K.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #664 holding.
  • Asset Dedication LLC first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.