Golden State Equity Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Golden State Equity Partners’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,500	Closed	-$33.4K	–	978
2026 Q1	$33.4K	Buy	+1,500	New	+$33.5K	﹤0.01%	960

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 1,500 shares — an estimated $33.4K sold.

Golden State Equity Partners first reported a position in IBTI in Q1 2026 and held it in 1 quarter. The position peaked at $33.4K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Golden State Equity Partners reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,500 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $33.4K.
Golden State Equity Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $33.4K in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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