STAR Financial Bank’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-34,276	Closed	-$756K	–	109
2025 Q4	$756K	Sell	34,276 -617	-2%	-$13.6K	0.39%	44
2025 Q3	$773K	Sell	34,893 -80,844	-70%	-$1.78M	0.46%	39
2025 Q2	$2.54M	Buy	115,737 +9,771	+9%	+$212K	1.61%	19
2025 Q1	$2.3M	Buy	105,966 +89	+0.1%	+$1.91K	1.69%	16
2024 Q4	$2.26M	Buy	105,877 +21,455	+25%	+$464K	1.63%	17
2024 Q3	$1.87M	Buy	84,422 +26,662	+46%	+$582K	1.26%	17
2024 Q2	$1.23M	Buy	+57,760	New	+$1.22M	0.95%	27

Other funds holding IBDV

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

ACA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

CIA

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

CAI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

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

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

STAR Financial Bank sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026, closing a stake of 34,276 shares — an estimated $756K sold.

STAR Financial Bank first reported a position in IBDV in Q2 2024 and held it in 7 quarters. The position peaked at $2.54M in Q2 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 34,276 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $756K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and held it in 7 quarters.
STAR Financial Bank's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $2.54M in Q2 2025.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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