STAR Financial Bank’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,656	Closed	-$312K	–	112
2025 Q4	$312K	Sell	13,656 -1,672	-11%	-$38.3K	0.16%	84
2025 Q3	$352K	Sell	15,328 -75,418	-83%	-$1.73M	0.21%	83
2025 Q2	$2.08M	Buy	90,746 +8,024	+10%	+$184K	1.32%	26
2025 Q1	$1.9M	Buy	82,722 +1,011	+1%	+$23.1K	1.39%	22
2024 Q4	$1.86M	Buy	81,711 +4,181	+5%	+$95.5K	1.34%	18
2024 Q3	$1.79M	Buy	77,530 +23,862	+44%	+$546K	1.2%	21
2024 Q2	$1.22M	Buy	+53,668	New	+$1.21M	0.94%	30

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

STAR Financial Bank sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 13,656 shares — an estimated $312K sold.

STAR Financial Bank first reported a position in IBTG in Q2 2024 and held it in 7 quarters. The position peaked at $2.08M in Q2 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 13,656 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $312K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and held it in 7 quarters.
STAR Financial Bank's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.08M in Q2 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

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