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STAR Financial Bank’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

STAR Financial Bank’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,921
Closed -$202K – 110
2025
Q1 		$202K Hold
7,921
– – 0.15% 104
2024
Q4 		$202K Hold
7,921
– – 0.15% 109
2024
Q3 		$203K Hold
7,921
– – 0.14% 117
2024
Q2 		$201K Buy
+7,921
New +$200K 0.15% 110

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

STAR Financial Bank's IBMO Position: Q2 2025 in Review

STAR Financial Bank sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 7,921 shares — an estimated $202K sold.

STAR Financial Bank first reported a position in IBMO in Q2 2024 and held it in 4 quarters. The position peaked at $203K in Q3 2024. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

  • STAR Financial Bank reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • STAR Financial Bank sold 7,921 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $202K.
  • STAR Financial Bank first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and held it in 4 quarters.
  • STAR Financial Bank's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $203K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on STAR Financial Bank's 13F filing for Q2 2025, filed 14 Aug 2025.