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 Q2	$205K	Sell	8,483 -1,091	-11%	-$26.4K	0.08%	109
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 $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

STAR Financial Bank reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q2 2026, selling an estimated $26.4K and leaving 8,483 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #109.

STAR Financial Bank first reported a position in IBDS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q2 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

STAR Financial Bank held 8,483 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $205K as of Q2 2026.
STAR Financial Bank sold 1,091 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $26.4K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of STAR Financial Bank's portfolio in Q2 2026, its #109 holding.
STAR Financial Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
STAR Financial Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.56M in Q2 2025.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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