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OneAscent Financial Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

OneAscent Financial Services’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,981
Closed -$206K – 624
2026
Q1 		$206K Buy
+8,981
New +$207K 0.01% 559

Other funds holding IBHF

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

OneAscent Financial Services's IBHF Position: Q2 2026 in Review

OneAscent Financial Services sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 8,981 shares — an estimated $206K sold.

OneAscent Financial Services first reported a position in IBHF in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • OneAscent Financial Services reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 8,981 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $206K.
  • OneAscent Financial Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • OneAscent Financial Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $206K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.