STAR Financial Bank’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,606	Closed	-$203K	–	110
2025 Q4	$203K	Sell	9,606 -339	-3%	-$7.18K	0.1%	107
2025 Q3	$211K	Sell	9,945 -79,950	-89%	-$1.68M	0.12%	115
2025 Q2	$1.89M	Buy	89,895 +11,103	+14%	+$229K	1.2%	29
2025 Q1	$1.63M	Buy	78,792 +36,110	+85%	+$741K	1.2%	27
2024 Q4	$869K	Buy	42,682 +31,296	+275%	+$647K	0.63%	38
2024 Q3	$242K	Buy	+11,386	New	+$237K	0.16%	108

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

STAR Financial Bank sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2026, closing a stake of 9,606 shares — an estimated $203K sold.

STAR Financial Bank first reported a position in IBDW in Q3 2024 and held it in 6 quarters. The position peaked at $1.89M in Q2 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 9,606 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $203K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and held it in 6 quarters.
STAR Financial Bank's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.89M in Q2 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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