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Golden State Equity Partners’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Golden State Equity Partners’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,600
Closed -$68.2K – 973
2026
Q1 		$68.2K Buy
+2,600
New +$68.9K 0.01% 818

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026, closing a stake of 2,600 shares — an estimated $68.2K sold.

Golden State Equity Partners first reported a position in IBHJ in Q1 2026 and held it in 1 quarter. The position peaked at $68.2K in Q1 2026. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,600 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $68.2K.
  • Golden State Equity Partners first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $68.2K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held iShares iBonds 2030 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.