GSEP
IBHK

Golden State Equity Partners’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Golden State Equity Partners’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,550
Closed -$64.9K – 1824
2026
Q1 		$64.9K Buy
+2,550
New +$65.8K ﹤0.01% 829

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026, closing a stake of 2,550 shares — an estimated $64.9K sold.

Golden State Equity Partners first reported a position in IBHK in Q1 2026 and held it in 1 quarter. The position peaked at $64.9K in Q1 2026. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds 2031 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,550 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $64.9K.
  • Golden State Equity Partners first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $64.9K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 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.