Asset Dedication LLC’s iShares iBonds Oct 2035 Term TIPS ETF IBIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	+10,016	New	+$257K	0.02%	298

Other funds holding IBIL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

ATI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFA

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

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

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

Asset Dedication LLC opened a new position in iShares iBonds Oct 2035 Term TIPS ETF (IBIL) in Q2 2026: 10,016 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings.

14 funds tracked by Wall St. Rank hold IBIL as of Q2 2026.

Asset Dedication LLC held 10,016 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $257K as of Q2 2026.
iShares iBonds Oct 2035 Term TIPS ETF was a new Asset Dedication LLC position in Q2 2026.
iShares iBonds Oct 2035 Term TIPS ETF made up 0.02% of Asset Dedication LLC's portfolio in Q2 2026, its #298 holding.
14 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q2 2026.

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