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OneAscent Financial Services’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

OneAscent Financial Services’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,611
Closed -$202K – 625
2026
Q1 		$202K Buy
+8,611
New +$203K 0.01% 570

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

OneAscent Financial Services sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026, closing a stake of 8,611 shares — an estimated $202K sold.

OneAscent Financial Services first reported a position in IBHH in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • OneAscent Financial Services reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 8,611 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $202K.
  • OneAscent Financial Services first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • OneAscent Financial Services's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $202K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 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.