OneAscent Financial Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

OneAscent Financial Services’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Buy	+16,921	New	+$430K	0.02%	415

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

OneAscent Financial Services opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026: 16,921 shares worth $430K. The stake represents 0.02% of the portfolio and ranks #415 among its holdings.

190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

OneAscent Financial Services held 16,921 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $430K as of Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new OneAscent Financial Services position in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #415 holding.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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