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Golden State Equity Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Golden State Equity Partners’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,000
Closed -$62.8K – 968
2026
Q1 		$62.8K Buy
+3,000
New +$63.4K ﹤0.01% 841

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 3,000 shares — an estimated $62.8K sold.

Golden State Equity Partners first reported a position in IBDW in Q1 2026 and held it in 1 quarter. The position peaked at $62.8K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,000 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $62.8K.
  • Golden State Equity Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $62.8K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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