Asset Dedication LLC’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.8K	Buy	+1,134	New	+$27.8K	﹤0.01%	598

Other funds holding IBTQ

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Asset Dedication LLC opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q3 2026: 1,134 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings.

21 funds tracked by Wall St. Rank hold IBTQ as of Q3 2026.

Asset Dedication LLC held 1,134 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $26.8K as of Q3 2026.
iShares iBonds Dec 2035 Term Treasury ETF was a new Asset Dedication LLC position in Q3 2026.
iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #598 holding.
21 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q3 2026.

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