STAR Financial Bank IBDQ β€” ISHARES TR

Ownership history in STAR Financial Bank  Β·  6 quarters on record

AI Ownership Summary

STAR Financial Bank reported ISHARES TR (IBDQ) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 1.95% in 2024 Q4. The latest visible filing shows IBDQ at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STAR Financial Bank's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBDQ was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDQ stock page STAR Financial Bank fund profile STAR Financial Bank full holdings
How STAR Financial Bank held IBDQ β€” position size vs. price
% of Fund (quarterly)    IBDQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 29,685 -6,132 -17.1% 0.44% $748K 2025-11-14 $25.05
2025 Q2 REDUCED 54.9% +1.1% ❌ 35,817 -43,632 -54.9% 0.57% $902K 2025-08-14 $24.78
2025 Q1 REDUCED 26.5% +1.1% ❌ 79,449 -28,612 -26.5% 1.46% $2.0M 2025-05-05 $24.48
2024 Q4 ADDED β€” β€” β€” 108,061 +3,671 +3.5% 1.95% $2.7M 2025-02-14 $24.26
2024 Q3 ADDED β€” β€” β€” 104,390 +17,189 +19.7% 1.77% $2.6M 2024-11-08 $23.96
2024 Q2 INITIATED β€” β€” β€” 87,201 β€” β€” 1.67% $2.2M 2024-08-07 $23.61

🏒 Other funds also holding IBDQ

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% Medallion Wealth Advisors, LLC 0.01% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 0.01% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About STAR Financial Bank and IBDQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has STAR Financial Bank reported owning IBDQ?

STAR Financial Bank reported IBDQ across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported IBDQ position in STAR Financial Bank's portfolio?

The largest reported portfolio weight for IBDQ was 1.95% in 2024 Q4.

What is the latest reported IBDQ position on this page?

The most recent filing on this page is 2025 Q3, when STAR Financial Bank reported 29,685 shares, equal to 0.44% of portfolio, with an estimated market value of $748K.

What does the chart on this IBDQ ownership page compare?

The chart compares STAR Financial Bank's quarterly IBDQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STAR Financial Bank time their IBDQ position?

Based on 13F filing dates vs. subsequent IBDQ price moves, STAR Financial Bank correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on IBDQ relative to SPY over the holding period was -15.6%.

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