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Ishares Ibonds Dec 2027 Term T shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T 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 Ibonds Dec 2027 Term T by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 704k 22.52
2025-06-30 $11M 489k 22.47
2025-03-31 $4.6M 205k 22.46
2024-12-31 $4.4M 196k 22.20

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Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
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NVIDIA Corporation (NVDA)
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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 Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T