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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$230K Sell
2025
Q1
$248K Buy
2024
Q4
$237K Buy