STAR Financial Bank’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15,451	Closed	-$346K	–	114
2025 Q4	$346K	Sell	15,451 -602	-4%	-$13.5K	0.18%	80
2025 Q3	$359K	Sell	16,053 -78,786	-83%	-$1.76M	0.21%	80
2025 Q2	$2.12M	Buy	94,839 +9,216	+11%	+$205K	1.34%	23
2025 Q1	$1.91M	Buy	85,623 +1,194	+1%	+$26.3K	1.39%	20
2024 Q4	$1.85M	Buy	84,429 +4,331	+5%	+$95.5K	1.33%	20
2024 Q3	$1.8M	Buy	80,098 +25,341	+46%	+$564K	1.21%	19
2024 Q2	$1.2M	Buy	+54,757	New	+$1.19M	0.92%	34

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

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

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

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

STAR Financial Bank sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2026, closing a stake of 15,451 shares — an estimated $346K sold.

STAR Financial Bank first reported a position in IBTI in Q2 2024 and held it in 7 quarters. The position peaked at $2.12M in Q2 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 15,451 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $346K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and held it in 7 quarters.
STAR Financial Bank's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.12M in Q2 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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