Asset Dedication LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$448K	Buy	20,430 +3,621	+22%	+$79.4K	0.03%	227
2025 Q1	$366K	Buy	16,809 +2,357	+16%	+$51.3K	0.03%	233
2024 Q4	$308K	Buy	14,452 +1,347	+10%	+$28.7K	0.02%	247
2024 Q3	$290K	Hold	13,105	–	–	0.02%	282
2024 Q2	$280K	Buy	+13,105	New	+$280K	0.02%	286