STAR Financial Bank’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,090	Closed	-$339K	–	115
2025 Q4	$339K	Sell	17,090 -683	-4%	-$13.6K	0.17%	82
2025 Q3	$353K	Sell	17,773 -89,212	-83%	-$1.77M	0.21%	82
2025 Q2	$2.12M	Buy	106,985 +10,536	+11%	+$207K	1.35%	22
2025 Q1	$1.9M	Buy	96,449 +5,102	+6%	+$98.8K	1.39%	23
2024 Q4	$1.75M	Buy	91,347 +4,902	+6%	+$95.4K	1.26%	22
2024 Q3	$1.73M	Buy	86,445 +24,510	+40%	+$485K	1.17%	23
2024 Q2	$1.19M	Buy	+61,935	New	+$1.18M	0.92%	35

Other funds holding IBTK

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

STAR Financial Bank sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q1 2026, closing a stake of 17,090 shares — an estimated $339K sold.

STAR Financial Bank first reported a position in IBTK in Q2 2024 and held it in 7 quarters. The position peaked at $2.12M in Q2 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

STAR Financial Bank reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 17,090 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $339K.
STAR Financial Bank first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2024 and held it in 7 quarters.
STAR Financial Bank's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $2.12M in Q2 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

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