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Asset Dedication LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Asset Dedication LLC’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.33M Buy
189,016
+80,421
+74% +$1.86M 0.3% 52
2025
Q4 		$2.51M Buy
108,595
+105,262
+3,158% +$2.44M 0.16% 89
2025
Q3 		$77.1K Buy
3,333
+2,227
+201% +$51.2K 0.01% 453
2025
Q2 		$25.5K Buy
1,106
+381
+53% +$8.66K ﹤0.01% 645
2025
Q1 		$16.6K Buy
725
+256
+55% +$5.75K ﹤0.01% 682
2024
Q4 		$10.4K Buy
469
+158
+51% +$3.58K ﹤0.01% 761
2024
Q3 		$7.3K Hold
311
– – ﹤0.01% 849
2024
Q2 		$6.98K Buy
+311
New +$6.92K ﹤0.01% 868

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PPW
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CIM
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DADC
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Truist Financial
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SCA
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