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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
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

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TPWA
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CIM
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TAM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return