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Golden State Equity Partners’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Golden State Equity Partners’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.7K Sell
1,263
-6,757
-84% -$159K 0.08% 142
2026
Q1 		$188K Buy
+8,020
New +$189K 0.01% 639

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BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Golden State Equity Partners reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 84% in Q2 2026, selling an estimated $159K and leaving 1,263 shares worth $29.7K. The position accounts for 0.08% of the portfolio, ranked #142.

Golden State Equity Partners first reported a position in IBHH in Q1 2026 and has held it in 2 quarters since. The position peaked at $188K in Q1 2026. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Golden State Equity Partners held 1,263 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $29.7K as of Q2 2026.
  • Golden State Equity Partners sold 6,757 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $159K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.08% of Golden State Equity Partners's portfolio in Q2 2026, its #142 holding.
  • Golden State Equity Partners first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Golden State Equity Partners's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $188K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 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.