STAR Financial Bank’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15,313	Closed	-$344K	–	113
2025 Q4	$344K	Sell	15,313 -596	-4%	-$13.4K	0.18%	81
2025 Q3	$358K	Sell	15,909 -77,958	-83%	-$1.75M	0.21%	81
2025 Q2	$2.11M	Buy	93,867 +9,120	+11%	+$204K	1.34%	24
2025 Q1	$1.9M	Buy	84,747 +1,054	+1%	+$23.5K	1.39%	21
2024 Q4	$1.86M	Buy	83,693 +4,284	+5%	+$95.5K	1.34%	19
2024 Q3	$1.8M	Buy	79,409 +24,368	+44%	+$546K	1.21%	20
2024 Q2	$1.22M	Buy	+55,041	New	+$1.21M	0.94%	31

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

STAR Financial Bank sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026, closing a stake of 15,313 shares — an estimated $344K sold.

STAR Financial Bank first reported a position in IBTH in Q2 2024 and held it in 7 quarters. The position peaked at $2.11M in Q2 2025. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 15,313 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $344K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and held it in 7 quarters.
STAR Financial Bank's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.11M in Q2 2025.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

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