Asset Dedication, LLC
Position in IBMO — iShares iBonds Dec 2026 Term Muni Bond ETF
CIK 1475896
SAN FRANCISCO, CA
All Filings in IBMO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 IBMO | $208,692 | 8,133 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 IBMO | $237,832 | 9,282 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 IBMO | $237,247 | 9,282 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 IBMO | $236,319 | 9,282 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 IBMO | $238,129 | 9,282 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 IBMO | $257,934 | 10,187 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 IBMO | $258,240 | 10,187 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 IBMO | $259,880 | 10,187 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 IBMO | $252,739 | 10,187 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IBMO | $256,508 | 10,187 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 IBMO | $260,074 | 10,187 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 IBMO | $233,999 | 9,282 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 IBMO | $228,615 | 9,282 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 IBMO | $235,205 | 9,282 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 IBMO | $236,765 | 9,282 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 IBMO | $249,453 | 9,282 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 IBMO | $249,546 | 9,282 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 IBMO | $250,381 | 9,282 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 IBMO | $60,302 | 2,248 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 IBMO | $251,402 | 9,282 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 IBMO | $249,871 | 9,282 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 IBMO | $7,412 | 278 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 IBMO | $149,017 | 5,777 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||