Golden State Equity Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,670	Closed	-$782K	–	465
2025 Q2	$782K	Buy	+14,670	New	+$766K	0.14%	171
2025 Q1	–	Sell	-17,428	Closed	-$898K	–	454
2024 Q4	$898K	Buy	17,428 +17,295	+13,004%	+$906K	0.17%	146
2024 Q3	$7.14K	Sell	133 -15,690	-99%	-$827K	﹤0.01%	605
2024 Q2	$811K	Buy	+15,823	New	+$806K	0.17%	140
2023 Q4	–	Sell	-32,923	Closed	-$1.6M	–	374
2023 Q3	$1.6M	Buy	32,923 +13,782	+72%	+$686K	0.45%	59
2023 Q2	$968K	Sell	19,141 -17,355	-48%	-$882K	0.27%	90
2023 Q1	$1.87M	Buy	+36,496	New	+$1.85M	1.01%	23
2021 Q3	–	Sell	-27,145	Closed	-$1.64M	–	256
2021 Q2	$1.64M	Buy	+27,145	New	+$1.63M	0.63%	35

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Golden State Equity Partners's IGIB Position: Q3 2025 in Review

Golden State Equity Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 14,670 shares — an estimated $782K sold.

Golden State Equity Partners first reported a position in IGIB in Q2 2021 and held it in 8 quarters. The position peaked at $1.87M in Q1 2023. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

Golden State Equity Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Golden State Equity Partners sold 14,670 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $782K.
Golden State Equity Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Golden State Equity Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.87M in Q1 2023.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Golden State Equity Partners's 13F filing for Q3 2025, filed 21 Oct 2025.