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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
Q2 		– Sell
-9,002
Closed -$206K – 112
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 $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

STAR Financial Bank sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 9,002 shares — an estimated $206K sold.

STAR Financial Bank first reported a position in IBTM in Q1 2025 and held it in 5 quarters. The position peaked at $1.91M in Q2 2025. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • STAR Financial Bank reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • STAR Financial Bank sold 9,002 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $206K.
  • STAR Financial Bank first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and held it in 5 quarters.
  • STAR Financial Bank's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.91M in Q2 2025.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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