STAR Financial Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$232K	Sell	9,574 -64,011	-87%	-$1.55M	0.11%	96
2025 Q4	$1.79M	Sell	73,585 -552	-0.7%	-$13.4K	0.91%	26
2025 Q3	$1.8M	Sell	74,137 -72,368	-49%	-$1.75M	1.07%	22
2025 Q2	$3.56M	Buy	146,505 +8,530	+6%	+$206K	2.25%	7
2025 Q1	$3.34M	Buy	137,975 +5,889	+4%	+$142K	2.44%	6
2024 Q4	$3.16M	Buy	132,086 +2,803	+2%	+$67.5K	2.28%	7
2024 Q3	$3.15M	Buy	129,283 +60,733	+89%	+$1.46M	2.12%	9
2024 Q2	$1.63M	Buy	+68,550	New	+$1.62M	1.25%	17

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

STAR Financial Bank reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 87% in Q1 2026, selling an estimated $1.55M and leaving 9,574 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #96.

STAR Financial Bank first reported a position in IBDS in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.56M in Q2 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

STAR Financial Bank held 9,574 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $232K as of Q1 2026.
STAR Financial Bank sold 64,011 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.55M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.11% of STAR Financial Bank's portfolio in Q1 2026, its #96 holding.
STAR Financial Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
STAR Financial Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.56M in Q2 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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