STAR Financial Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,329	Closed	-$388K	–	111
2026 Q1	$388K	Sell	15,329 -42,033	-73%	-$1.07M	0.18%	67
2025 Q4	$1.46M	Sell	57,362 -529	-0.9%	-$13.5K	0.75%	31
2025 Q3	$1.48M	Sell	57,891 -70,520	-55%	-$1.79M	0.87%	25
2025 Q2	$3.26M	Buy	128,411 +5,465	+4%	+$138K	2.07%	10
2025 Q1	$3.11M	Buy	122,946 +11,881	+11%	+$298K	2.27%	9
2024 Q4	$2.77M	Buy	111,065 +2,684	+2%	+$67.4K	1.99%	12
2024 Q3	$2.77M	Buy	108,381 +58,815	+119%	+$1.48M	1.86%	12
2024 Q2	$1.23M	Buy	+49,566	New	+$1.22M	0.95%	28

Other funds holding IBDT

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

CIA

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

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

CAI

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

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

HPC

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

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

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

STAR Financial Bank sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 15,329 shares — an estimated $388K sold.

STAR Financial Bank first reported a position in IBDT in Q2 2024 and held it in 8 quarters. The position peaked at $3.26M in Q2 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
STAR Financial Bank sold 15,329 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $388K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and held it in 8 quarters.
STAR Financial Bank's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.26M in Q2 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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