Golden State Equity Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$105K	Sell	2,000 -4,064	-67%	-$213K	0.28%	53
2026 Q1	$319K	Buy	6,064 +1,983	+49%	+$105K	0.02%	562
2025 Q4	$216K	Buy	+4,081	New	+$216K	0.03%	467
2024 Q4	–	Sell	-165	Closed	-$8.69K	–	649
2024 Q3	$8.69K	Buy	+165	New	+$8.59K	﹤0.01%	713
2022 Q1	$1.21M	Buy	+23,414	New	+$1.23M	0.61%	47

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Golden State Equity Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 67% in Q2 2026, selling an estimated $213K and leaving 2,000 shares worth $105K. The position accounts for 0.28% of the portfolio, ranked #53.

Golden State Equity Partners first reported a position in IGSB in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Golden State Equity Partners held 2,000 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $105K as of Q2 2026.
Golden State Equity Partners sold 4,064 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $213K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Golden State Equity Partners's portfolio in Q2 2026, its #53 holding.
Golden State Equity Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 5 quarters since.
Golden State Equity Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.21M in Q1 2022.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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