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STAR Financial Bank’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

STAR Financial Bank’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,937
Closed -$251K – 111
2025
Q1 		$251K Hold
9,937
– – 0.18% 89
2024
Q4 		$250K Hold
9,937
– – 0.18% 90
2024
Q3 		$255K Hold
9,937
– – 0.17% 105
2024
Q2 		$249K Buy
+9,937
New +$249K 0.19% 101

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

STAR Financial Bank sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2025, closing a stake of 9,937 shares — an estimated $251K sold.

STAR Financial Bank first reported a position in IBMQ in Q2 2024 and held it in 4 quarters. The position peaked at $255K in Q3 2024. 155 funds tracked by Wall St. Rank hold IBMQ as of Q2 2025.

  • STAR Financial Bank reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • STAR Financial Bank sold 9,937 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2025, an estimated $251K.
  • STAR Financial Bank first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and held it in 4 quarters.
  • STAR Financial Bank's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $255K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2025.

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