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Asset Dedication LLC’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Asset Dedication LLC’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Buy
+775
New +$20.1K ﹤0.01% 640

Other funds holding IBID

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Asset Dedication LLC opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q1 2026: 775 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

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

  • Asset Dedication LLC held 775 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $20.2K as of Q1 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF was a new Asset Dedication LLC position in Q1 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #640 holding.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

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