STAR Financial Bank’s iShares US Treasury Bond ETF GOVT Stock Holding History

STAR Financial Bank’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.8M	Buy	607,625 +30,464	+5%	+$694K	5.64%	5
2026 Q1	$13.2M	Buy	577,161 +455,553	+375%	+$10.5M	6.24%	3
2025 Q4	$2.8M	Buy	+121,608	New	+$2.82M	1.43%	22

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

STAR Financial Bank's GOVT Position: Q2 2026 in Review

STAR Financial Bank increased its iShares US Treasury Bond ETF (GOVT) stake by 5.3% in Q2 2026, buying an estimated $694K and bringing the position to 607,625 shares worth $13.8M. The position accounts for 5.64% of the portfolio, ranked #5.

STAR Financial Bank first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

STAR Financial Bank held 607,625 shares of iShares US Treasury Bond ETF worth $13.8M as of Q2 2026.
STAR Financial Bank bought 30,464 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $694K.
iShares US Treasury Bond ETF made up 5.64% of STAR Financial Bank's portfolio in Q2 2026, its #5 holding.
STAR Financial Bank first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.