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 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	New	+$701K	0.13%	181
2024 Q3	–	Sell	-19,800	Closed	-$454K	–	853
2024 Q2	$454K	Buy	+19,800	New	+$452K	0.09%	240

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return