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Asset Dedication LLC’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Asset Dedication LLC’s Portfolio IBIF Stock Details IBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.5K Buy
1,351
+587
+77% +$15.5K ﹤0.01% 548
2026
Q1 		$20.1K Buy
+764
New +$20K ﹤0.01% 645

Other funds holding IBIF

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Asset Dedication LLC increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 77% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,351 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Asset Dedication LLC first reported a position in IBIF in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

  • Asset Dedication LLC held 1,351 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $35.5K as of Q2 2026.
  • Asset Dedication LLC bought 587 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $15.5K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #548 holding.
  • Asset Dedication LLC first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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