STAR Financial Bank’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	15,860 -703	-4%	-$14.2K	0.13%	80
2026 Q1	$338K	Sell	16,563 -4,622	-22%	-$94.8K	0.16%	76
2025 Q4	$435K	Sell	21,185 -348	-2%	-$7.17K	0.22%	66
2025 Q3	$443K	Sell	21,533 -81,443	-79%	-$1.67M	0.26%	69
2025 Q2	$2.11M	Buy	102,976 +41,966	+69%	+$850K	1.34%	25
2025 Q1	$1.24M	Buy	61,010 +49,453	+428%	+$988K	0.91%	30
2024 Q4	$229K	Hold	11,557	–	–	0.16%	98
2024 Q3	$241K	Buy	+11,557	New	+$237K	0.16%	109

Other funds holding IBTL

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

TPWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

STAR Financial Bank reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 4.2% in Q2 2026, selling an estimated $14.2K and leaving 15,860 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #80.

STAR Financial Bank first reported a position in IBTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q2 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

STAR Financial Bank held 15,860 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $320K as of Q2 2026.
STAR Financial Bank sold 703 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $14.2K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.13% of STAR Financial Bank's portfolio in Q2 2026, its #80 holding.
STAR Financial Bank first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
STAR Financial Bank's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $2.11M in Q2 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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