Asset Dedication LLC
IBIK icon

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
Q3 		$662K Buy
27,406
+21,891
+397% +$546K 0.04% 214
2026
Q2 		$143K Buy
+5,515
New +$143K 0.01% 359

Other funds holding IBIK

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
4Thought Financial Group
4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Asset Dedication LLC's IBIK Position: Q3 2026 in Review

Asset Dedication LLC increased its iShares iBonds Oct 2034 Term TIPS ETF (IBIK) stake by 397% in Q3 2026, buying an estimated $546K and bringing the position to 27,406 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #214.

Asset Dedication LLC first reported a position in IBIK in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold IBIK as of Q3 2026.

  • Asset Dedication LLC held 27,406 shares of iShares iBonds Oct 2034 Term TIPS ETF worth $662K as of Q3 2026.
  • Asset Dedication LLC bought 21,891 iShares iBonds Oct 2034 Term TIPS ETF shares in Q3 2026, an estimated $546K.
  • iShares iBonds Oct 2034 Term TIPS ETF made up 0.04% of Asset Dedication LLC's portfolio in Q3 2026, its #214 holding.
  • Asset Dedication LLC first reported a position in iShares iBonds Oct 2034 Term TIPS ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.