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

OneAscent Financial Services’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$592K Buy
+23,299
New +$591K 0.03% 336
2025
Q4 		– Sell
-9,640
Closed -$246K – 504
2025
Q3 		$246K Buy
9,640
+851
+10% +$21.6K 0.02% 422
2025
Q2 		$221K Sell
8,789
-540
-6% -$13.5K 0.02% 493
2025
Q1 		$234K Buy
+9,329
New +$234K 0.02% 447

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

OneAscent Financial Services opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 23,299 shares worth $592K. The stake represents 0.03% of the portfolio and ranks #336 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in IBMR as recently as Q3 2025.

OneAscent Financial Services first reported a position in IBMR in Q1 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • OneAscent Financial Services held 23,299 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $592K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new OneAscent Financial Services position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #336 holding.
  • OneAscent Financial Services first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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