OFS
IBMS

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

OneAscent Financial Services’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$655K Buy
25,313
+15,475
+157% +$400K 0.03% 314
2026
Q1 		$254K Buy
+9,838
New +$258K 0.01% 507
2025
Q4 		– Sell
-9,762
Closed -$255K – 559
2025
Q3 		$255K Buy
9,762
+335
+4% +$8.67K 0.02% 414
2025
Q2 		$242K Buy
9,427
+11
+0.1% +$279 0.02% 469
2025
Q1 		$240K Buy
9,416
+248
+3% +$6.33K 0.02% 442
2024
Q4 		$233K Buy
+9,168
New +$234K 0.02% 425

Other funds holding IBMS

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

OneAscent Financial Services increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 157% in Q2 2026, buying an estimated $400K and bringing the position to 25,313 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #314.

OneAscent Financial Services first reported a position in IBMS in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • OneAscent Financial Services held 25,313 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $655K as of Q2 2026.
  • OneAscent Financial Services bought 15,475 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $400K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #314 holding.
  • OneAscent Financial Services first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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