STAR Financial Bank’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,046	Closed	-$211K	–	120
2025 Q2	$211K	Sell	9,046 -36,083	-80%	-$842K	0.13%	105
2025 Q1	$1.05M	Sell	45,129 -29,796	-40%	-$695K	0.77%	34
2024 Q4	$1.75M	Buy	74,925 +4,060	+6%	+$94.7K	1.26%	23
2024 Q3	$1.66M	Buy	70,865 +18,460	+35%	+$430K	1.12%	24
2024 Q2	$1.22M	Buy	+52,405	New	+$1.21M	0.94%	29

Other funds holding IBTF

HPC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

STAR Financial Bank's IBTF Position: Q3 2025 in Review

STAR Financial Bank sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 9,046 shares — an estimated $211K sold.

STAR Financial Bank first reported a position in IBTF in Q2 2024 and held it in 5 quarters. The position peaked at $1.75M in Q4 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

STAR Financial Bank reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
STAR Financial Bank sold 9,046 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $211K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 5 quarters.
STAR Financial Bank's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.75M in Q4 2024.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on STAR Financial Bank's 13F filing for Q3 2025, filed 14 Nov 2025.