GSEP
IBHI icon

Golden State Equity Partners’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Golden State Equity Partners’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-750
Closed -$17.5K – 972
2026
Q1 		$17.5K Buy
+750
New +$17.6K ﹤0.01% 1129

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026, closing a stake of 750 shares — an estimated $17.5K sold.

Golden State Equity Partners first reported a position in IBHI in Q1 2026 and held it in 1 quarter. The position peaked at $17.5K in Q1 2026. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 750 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $17.5K.
  • Golden State Equity Partners first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $17.5K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 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.