STAR Financial Bank’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Sell	17,319 -404	-2%	-$8.77K	0.15%	70
2026 Q1	$387K	Sell	17,723 -10,982	-38%	-$241K	0.18%	68
2025 Q4	$630K	Sell	28,705 -616	-2%	-$13.5K	0.32%	51
2025 Q3	$644K	Sell	29,321 -80,456	-73%	-$1.76M	0.38%	49
2025 Q2	$2.41M	Buy	109,777 +8,476	+8%	+$184K	1.53%	20
2025 Q1	$2.21M	Buy	101,301 +15,099	+18%	+$324K	1.61%	18
2024 Q4	$1.84M	Buy	86,202 +4,432	+5%	+$95.5K	1.32%	21
2024 Q3	$1.81M	Buy	81,770 +25,832	+46%	+$564K	1.22%	18
2024 Q2	$1.2M	Buy	+55,938	New	+$1.19M	0.92%	33

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

STAR Financial Bank's IBTJ Position: Q2 2026 in Review

STAR Financial Bank reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.3% in Q2 2026, selling an estimated $8.77K and leaving 17,319 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #70.

STAR Financial Bank first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.41M in Q2 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

STAR Financial Bank held 17,319 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $375K as of Q2 2026.
STAR Financial Bank sold 404 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $8.77K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.15% of STAR Financial Bank's portfolio in Q2 2026, its #70 holding.
STAR Financial Bank first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
STAR Financial Bank's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.41M in Q2 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.