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Golden State Equity Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Golden State Equity Partners’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$22.4K – 977
2026
Q1 		$22.4K Buy
+1,000
New +$22.5K ﹤0.01% 1065

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IWC
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NA
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Golden State Equity Partners's IBTH Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 1,000 shares — an estimated $22.4K sold.

Golden State Equity Partners first reported a position in IBTH in Q1 2026 and held it in 1 quarter. The position peaked at $22.4K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,000 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $22.4K.
  • Golden State Equity Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $22.4K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.