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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
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% +$9.88K 0.02% 434
2024
Q4 		$237K Buy
+9,397
New +$238K 0.02% 418

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

OneAscent Financial Services opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 21,962 shares worth $562K. The stake represents 0.03% of the portfolio and ranks #347 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in IBMQ as recently as Q2 2025.

OneAscent Financial Services first reported a position in IBMQ in Q4 2024 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • OneAscent Financial Services held 21,962 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $562K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new OneAscent Financial Services position in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #347 holding.
  • OneAscent Financial Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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