Asset Dedication LLC
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Asset Dedication LLC’s iShares iBonds Oct 2036 Term TIPS ETF IBIM Stock Holding History

Asset Dedication LLC’s Portfolio IBIM Stock Details IBIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$143K Buy
+6,065
New +$149K 0.01% 359

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

Asset Dedication LLC opened a new position in iShares iBonds Oct 2036 Term TIPS ETF (IBIM) in Q3 2026: 6,065 shares worth $143K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings.

4 funds tracked by Wall St. Rank hold IBIM as of Q3 2026.

  • Asset Dedication LLC held 6,065 shares of iShares iBonds Oct 2036 Term TIPS ETF worth $143K as of Q3 2026.
  • iShares iBonds Oct 2036 Term TIPS ETF was a new Asset Dedication LLC position in Q3 2026.
  • iShares iBonds Oct 2036 Term TIPS ETF made up 0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #359 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Oct 2036 Term TIPS ETF as of Q3 2026.

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