OneAscent Financial Services’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Sell	8,789 -540	-6%	-$13.6K	0.02%	493
2025 Q1	$234K	Buy	+9,329	New	+$234K	0.02%	447