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 Q1	$20.1K	Buy	+764	New	+$20K	﹤0.01%	645

Other funds holding IBIF

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

CTC

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

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

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

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

Asset Dedication LLC opened a new position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) in Q1 2026: 764 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

24 funds tracked by Wall St. Rank hold IBIF as of Q1 2026.

Asset Dedication LLC held 764 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $20.1K as of Q1 2026.
iShares iBonds Oct 2029 Term TIPS ETF was a new Asset Dedication LLC position in Q1 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #645 holding.
24 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q1 2026.

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