ADL
IBIK

Asset Dedication LLC’s iShares iBonds Oct 2034 Term TIPS ETF IBIK Stock Holding History

Asset Dedication LLC’s Portfolio IBIK Stock Details IBIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143K Buy
+5,515
New +$143K 0.01% 359

Other funds holding IBIK

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

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

Asset Dedication LLC opened a new position in iShares iBonds Oct 2034 Term TIPS ETF (IBIK) in Q2 2026: 5,515 shares worth $143K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings.

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

  • Asset Dedication LLC held 5,515 shares of iShares iBonds Oct 2034 Term TIPS ETF worth $143K as of Q2 2026.
  • iShares iBonds Oct 2034 Term TIPS ETF was a new Asset Dedication LLC position in Q2 2026.
  • iShares iBonds Oct 2034 Term TIPS ETF made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #359 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q2 2026.

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