STAR Financial Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Sell	11,934 -20,547	-63%	-$498K	0.14%	81
2025 Q4	$787K	Sell	32,481 -1,582	-5%	-$38.4K	0.4%	40
2025 Q3	$828K	Sell	34,063 -72,512	-68%	-$1.76M	0.49%	36
2025 Q2	$2.58M	Sell	106,575 -53,648	-33%	-$1.3M	1.64%	18
2025 Q1	$3.88M	Buy	160,223 +8,534	+6%	+$206K	2.84%	5
2024 Q4	$3.65M	Buy	151,689 +13,911	+10%	+$335K	2.63%	6
2024 Q3	$3.35M	Buy	137,778 +31,953	+30%	+$769K	2.26%	8
2024 Q2	$2.52M	Buy	+105,825	New	+$2.51M	1.94%	8

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

STAR Financial Bank's IBDR Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 63% in Q1 2026, selling an estimated $498K and leaving 11,934 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #81.

STAR Financial Bank first reported a position in IBDR in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.88M in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

STAR Financial Bank held 11,934 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $289K as of Q1 2026.
STAR Financial Bank sold 20,547 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $498K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.14% of STAR Financial Bank's portfolio in Q1 2026, its #81 holding.
STAR Financial Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
STAR Financial Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.88M in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.