OneAscent Financial Services’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
9,427
+11
+0.1% +$282 0.02% 469
2025
Q1
$240K Buy
9,416
+248
+3% +$6.32K 0.02% 442
2024
Q4
$233K Buy
+9,168
New +$233K 0.02% 425