GSEP
IGSB icon

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
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 – 646
2024
Q3 		$8.69K Buy
+165
New +$8.59K ﹤0.01% 593
2022
Q1 		$1.21M Buy
+23,414
New +$1.23M 0.61% 47

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Golden State Equity Partners's IGSB Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 49% in Q1 2026, buying an estimated $105K and bringing the position to 6,064 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #562.

Golden State Equity Partners first reported a position in IGSB in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.21M in Q1 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Golden State Equity Partners held 6,064 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $319K as of Q1 2026.
  • Golden State Equity Partners bought 1,983 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $105K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #562 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 4 quarters since.
  • Golden State Equity Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.21M in Q1 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.