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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-21,962	Closed	-$562K	–	635
2026 Q2	$562K	Buy	+21,962	New	+$560K	0.03%	347
2025 Q3	–	Sell	-9,066	Closed	-$230K	–	523
2025 Q2	$230K	Sell	9,066 -722	-7%	-$18.2K	0.02%	482
2025 Q1	$248K	Buy	9,788 +391	+4%	+$9.9K	0.02%	434
2024 Q4	$237K	Buy	+9,397	New	+$238K	0.02%	418

Other funds holding IBMQ

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

OneAscent Financial Services's IBMQ Position: Q3 2026 in Review

OneAscent Financial Services sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026, closing a stake of 21,962 shares — an estimated $562K sold.

OneAscent Financial Services first reported a position in IBMQ in Q4 2024 and held it in 4 quarters. The position peaked at $562K in Q2 2026. 140 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

OneAscent Financial Services reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
OneAscent Financial Services sold 21,962 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $562K.
OneAscent Financial Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
OneAscent Financial Services's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $562K in Q2 2026.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.