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Ishares Tr ibonds dec 28 shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 28 by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $230k 9.1k 25.37
2025-03-31 $248k 9.8k 25.34
2024-12-31 $237k 9.4k 25.22

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

Top funds holding Ishares Tr ibonds dec 28

Vishria Bird Financial Group
Hartland & Co
Mercer Global Advisors
Us Bancorp
HighTower Advisors
Wells Fargo & Company
Goss Wealth Management
LBMC Investment Advisors
Hengehold Capital Management
Hills Bank And Trust Company
Pamela Horwath
UBS Group
Covington Investment Advisors
Kathmere Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr ibonds dec 28