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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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: Q1 2026 in Review

Golden State Equity Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 153% in Q1 2026, buying an estimated $526K and bringing the position to 39,450 shares worth $864K. The position accounts for 0.07% of the portfolio, ranked #314.

Golden State Equity Partners first reported a position in IBDV in Q2 2025 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Golden State Equity Partners held 39,450 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $864K as of Q1 2026.
  • Golden State Equity Partners bought 23,850 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $526K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #314 holding.
  • Golden State Equity Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.