OneAscent Financial Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

OneAscent Financial Services’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.3M	Buy
2025 Q2	$11.2M	Buy
2025 Q1	$5.29M	Buy
2024 Q4	$5.14M	Buy
2024 Q3	–	Sell
2024 Q2	$3.93M	Buy
2024 Q1	$3.24M	Buy