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Golden State Equity Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Golden State Equity Partners’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,500
Closed -$88.4K – 969
2026
Q1 		$88.4K Buy
+3,500
New +$89.3K 0.01% 761

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CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026, closing a stake of 3,500 shares — an estimated $88.4K sold.

Golden State Equity Partners first reported a position in IBDX in Q1 2026 and held it in 1 quarter. The position peaked at $88.4K in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,500 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $88.4K.
  • Golden State Equity Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $88.4K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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