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STAR Financial Bank’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

STAR Financial Bank’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,960
Closed -$299K – 112
2025
Q1 		$299K Hold
11,960
– – 0.22% 79
2024
Q4 		$299K Hold
11,960
– – 0.22% 81
2024
Q3 		$305K Hold
11,960
– – 0.21% 96
2024
Q2 		$297K Buy
+11,960
New +$298K 0.23% 93

Other funds holding IBMR

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

STAR Financial Bank sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2025, closing a stake of 11,960 shares — an estimated $299K sold.

STAR Financial Bank first reported a position in IBMR in Q2 2024 and held it in 4 quarters. The position peaked at $305K in Q3 2024. 107 funds tracked by Wall St. Rank hold IBMR as of Q2 2025.

  • STAR Financial Bank reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • STAR Financial Bank sold 11,960 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2025, an estimated $299K.
  • STAR Financial Bank first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2024 and held it in 4 quarters.
  • STAR Financial Bank's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $305K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2025.

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