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Golden State Equity Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Golden State Equity Partners’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,750
Closed -$60.9K – 971
2026
Q1 		$60.9K Buy
+2,750
New +$61.1K ﹤0.01% 846

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FDCDDQ
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Raymond James Financial
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026, closing a stake of 2,750 shares — an estimated $60.9K sold.

Golden State Equity Partners first reported a position in IBHG in Q1 2026 and held it in 1 quarter. The position peaked at $60.9K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,750 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $60.9K.
  • Golden State Equity Partners first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $60.9K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds 2027 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.