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Golden State Equity Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Golden State Equity Partners’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,900
Closed -$124K – 966
2026
Q1 		$124K Buy
+4,900
New +$125K 0.01% 703

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UBS Group
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CAI
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Golden State Equity Partners's IBDT Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 4,900 shares — an estimated $124K sold.

Golden State Equity Partners first reported a position in IBDT in Q1 2026 and held it in 1 quarter. The position peaked at $124K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 4,900 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $124K.
  • Golden State Equity Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $124K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.