Golden State Equity Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.1K	Sell	265 -9,982	-97%	-$945K	0.07%	158
2026 Q1	$978K	Buy	10,247 +5,710	+126%	+$549K	0.07%	293
2025 Q4	$436K	Sell	4,537 -9,100	-67%	-$881K	0.07%	308
2025 Q3	$1.32M	Buy	13,637 +2,681	+24%	+$256K	0.22%	110
2025 Q2	$1.05M	Sell	10,956 -8,215	-43%	-$777K	0.19%	132
2025 Q1	$1.83M	Sell	19,171 -4,966	-21%	-$465K	0.36%	65
2024 Q4	$2.23M	Buy	+24,137	New	+$2.28M	0.43%	50
2024 Q3	–	Sell	-17,889	Closed	-$1.68M	–	854
2024 Q2	$1.68M	Buy	+17,889	New	+$1.66M	0.35%	65
2023 Q4	$950K	Sell	9,852 -11,173	-53%	-$1.03M	0.23%	110
2023 Q3	$1.93M	Buy	21,025 +1,062	+5%	+$100K	0.54%	45
2023 Q2	$1.93M	Buy	+19,963	New	+$1.96M	0.54%	40
2022 Q1	$1.99M	Sell	18,495 -12,661	-41%	-$1.41M	1%	27
2021 Q4	$3.58M	Buy	31,156 +19,936	+178%	+$2.29M	1.81%	12
2021 Q3	$1.29M	Buy	11,220 +1,646	+17%	+$192K	0.53%	45
2021 Q2	$1.11M	Buy	9,574 +544	+6%	+$62.3K	0.43%	56
2021 Q1	$1.02M	Sell	9,030 -241	-3%	-$28.1K	0.58%	48
2020 Q4	$1.11M	Buy	+9,271	New	+$1.12M	0.77%	41

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Golden State Equity Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 97% in Q2 2026, selling an estimated $945K and leaving 265 shares worth $25.1K. The position accounts for 0.07% of the portfolio, ranked #158.

Golden State Equity Partners first reported a position in IEF in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.58M in Q4 2021. 628 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Golden State Equity Partners held 265 shares of iShares 7-10 Year Treasury Bond ETF worth $25.1K as of Q2 2026.
Golden State Equity Partners sold 9,982 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $945K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Golden State Equity Partners's portfolio in Q2 2026, its #158 holding.
Golden State Equity Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 17 quarters since.
Golden State Equity Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.58M in Q4 2021.
628 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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