Golden State Equity Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Golden State Equity Partners’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-39,450	Closed	-$864K	–	967
2026 Q1	$864K	Buy	39,450 +23,850	+153%	+$526K	0.07%	314
2025 Q4	$344K	Hold	15,600	–	–	0.06%	371
2025 Q3	$346K	Buy	15,600 +6,250	+67%	+$138K	0.06%	330
2025 Q2	$206K	Buy	+9,350	New	+$203K	0.04%	408

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026, closing a stake of 39,450 shares — an estimated $864K sold.

Golden State Equity Partners first reported a position in IBDV in Q2 2025 and held it in 4 quarters. The position peaked at $864K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Golden State Equity Partners reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 39,450 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $864K.
Golden State Equity Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and held it in 4 quarters.
Golden State Equity Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $864K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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