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 Q1	$13K	Buy	+501	New	+$12.9K	﹤0.01%	721

Other funds holding IBIC

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Asset Dedication LLC's IBIC Position: Q1 2026 in Review

Asset Dedication LLC opened a new position in iShares iBonds Oct 2026 Term TIPS ETF (IBIC) in Q1 2026: 501 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings.

29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

Asset Dedication LLC held 501 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $13K as of Q1 2026.
iShares iBonds Oct 2026 Term TIPS ETF was a new Asset Dedication LLC position in Q1 2026.
iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #721 holding.
29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.