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Asset Dedication LLC’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

Asset Dedication LLC’s Portfolio IBIJ Stock Details IBIJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84K Buy
+3,218
New +$84.1K 0.01% 428

Other funds holding IBIJ

ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

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

Asset Dedication LLC opened a new position in iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) in Q2 2026: 3,218 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings.

6 funds tracked by Wall St. Rank hold IBIJ as of Q2 2026.

  • Asset Dedication LLC held 3,218 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $84K as of Q2 2026.
  • iShares iBonds Oct 2033 Term TIPS ETF was a new Asset Dedication LLC position in Q2 2026.
  • iShares iBonds Oct 2033 Term TIPS ETF made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #428 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q2 2026.

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