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STAR Financial Bank’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

STAR Financial Bank’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Sell
9,002
-3,228
-26% -$74.5K 0.1% 103
2025
Q4 		$282K Sell
12,230
-309
-2% -$7.17K 0.14% 90
2025
Q3 		$290K Sell
12,539
-70,257
-85% -$1.61M 0.17% 90
2025
Q2 		$1.91M Buy
82,796
+43,804
+112% +$996K 1.21% 28
2025
Q1 		$893K Buy
+38,992
New +$875K 0.65% 38

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

STAR Financial Bank reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 26% in Q1 2026, selling an estimated $74.5K and leaving 9,002 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #103.

STAR Financial Bank first reported a position in IBTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q2 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • STAR Financial Bank held 9,002 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $206K as of Q1 2026.
  • STAR Financial Bank sold 3,228 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $74.5K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.1% of STAR Financial Bank's portfolio in Q1 2026, its #103 holding.
  • STAR Financial Bank first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • STAR Financial Bank's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.91M in Q2 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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