Asset Dedication LLC’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

Asset Dedication LLC’s Portfolio IBIH Stock Details IBIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.9K	Buy	+759	New	+$19.9K	﹤0.01%	647

Other funds holding IBIH

QFA

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

YWM

Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

CTC

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

ATI

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

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

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

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

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

Asset Dedication LLC opened a new position in iShares iBonds Oct 2031 Term TIPS ETF (IBIH) in Q1 2026: 759 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

16 funds tracked by Wall St. Rank hold IBIH as of Q1 2026.

Asset Dedication LLC held 759 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $19.9K as of Q1 2026.
iShares iBonds Oct 2031 Term TIPS ETF was a new Asset Dedication LLC position in Q1 2026.
iShares iBonds Oct 2031 Term TIPS ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #647 holding.
16 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q1 2026.

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