STAR Financial Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-39,456	Closed	-$923K	–	111
2025 Q4	$923K	Sell	39,456 -578	-1%	-$13.5K	0.47%	38
2025 Q3	$940K	Sell	40,034 -87,799	-69%	-$2.05M	0.56%	35
2025 Q2	$2.98M	Buy	127,833 +9,211	+8%	+$212K	1.89%	14
2025 Q1	$2.74M	Buy	118,622 +95	+0.1%	+$2.18K	2.01%	12
2024 Q4	$2.7M	Buy	118,527 +2,925	+3%	+$67.4K	1.95%	14
2024 Q3	$2.72M	Buy	115,602 +38,249	+49%	+$887K	1.83%	13
2024 Q2	$1.75M	Buy	+77,353	New	+$1.74M	1.35%	15

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

STAR Financial Bank sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 39,456 shares — an estimated $923K sold.

STAR Financial Bank first reported a position in IBDU in Q2 2024 and held it in 7 quarters. The position peaked at $2.98M in Q2 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 39,456 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $923K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and held it in 7 quarters.
STAR Financial Bank's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.98M in Q2 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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