Golden State Equity Partners’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-126,633	Closed	-$2.91M	–	970
2026 Q1	$2.91M	Buy	126,633 +72,308	+133%	+$1.67M	0.22%	103
2025 Q4	$1.25M	Hold	54,325	–	–	0.2%	108
2025 Q3	$1.27M	Buy	54,325 +17,000	+46%	+$395K	0.21%	114
2025 Q2	$867K	Buy	37,325 +175	+0.5%	+$4.04K	0.16%	157
2025 Q1	$863K	Buy	37,150 +7,000	+23%	+$163K	0.17%	156
2024 Q4	$698K	Buy	30,150 +10,350	+52%	+$241K	0.13%	181
2024 Q3	$464K	Hold	19,800	–	–	0.07%	266
2024 Q2	$454K	Buy	+19,800	New	+$452K	0.09%	240

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

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

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 126,633 shares — an estimated $2.91M sold.

Golden State Equity Partners first reported a position in IBHF in Q2 2024 and held it in 8 quarters. The position peaked at $2.91M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Golden State Equity Partners reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 126,633 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.91M.
Golden State Equity Partners first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.91M in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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