One Ascent Financial Services LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

One Ascent Financial Services LLC

$1.4 Billion
Q2 2025

A detailed history of One Ascent Financial Services LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, One Ascent Financial Services LLC holds 480,174 shares of IBTF stock, worth $11.2 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

480,174

Previous 222,853 115.47%

Holding current value

$11.2 Million

Previous $5.21 Million 115.37%

% of portfolio

0.8%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$23.29 - $23.38 $5.99 Million - $6.02 Million	257,321 Added 115.47%	480,174 $11.2 Million
Q1 2025 May 05, 2025	BUY	$23.29 - $23.38 $94,906 - $95,273	4,075 Added 1.86%	222,853 $5.21 Million
Q4 2024 Feb 12, 2025	BUY	$23.25 - $23.37 $5.09 Million - $5.11 Million	218,778 New	218,778 $5.1 Million
Q2 2024 Jul 17, 2024	BUY	$23.1 - $23.22 $632,986 - $636,274	27,402 Added 19.37%	168,893 $3.92 Million
Q1 2024 Apr 16, 2024	BUY	$23.16 - $23.36 $2.89 Million - $2.91 Million	124,617 Added 738.51%	141,491 $3.29 Million
Q4 2023 Jan 11, 2024	BUY	$22.97 - $23.28 $387,595 - $392,826	16,874 New	16,874 $393,000

Others Institutions Holding IBTF

# of Institutions

324

Shares Held

75.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
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One Ascent Financial Services LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History