OneAscent Financial Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Sell	9,066 -722	-7%	-$18.3K	0.02%	482
2025 Q1	$248K	Buy	9,788 +391	+4%	+$9.91K	0.02%	434
2024 Q4	$237K	Buy	+9,397	New	+$237K	0.02%	418