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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
Q2 		$20K Hold
759
– – ﹤0.01% 668
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

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

Asset Dedication LLC held its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) position steady in Q2 2026 at 759 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Asset Dedication LLC first reported a position in IBIH in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

  • Asset Dedication LLC held 759 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $20K as of Q2 2026.
  • Asset Dedication LLC left its iShares iBonds Oct 2031 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2031 Term TIPS ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #668 holding.
  • Asset Dedication LLC first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

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