Golden State Equity Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,062	Closed	-$116K	–	1135
2026 Q1	$116K	Buy	+1,062	New	+$117K	0.01%	717
2023 Q4	$740K	Sell	6,684 -2,013	-23%	-$210K	0.18%	127
2023 Q3	$887K	Buy	8,697 +263	+3%	+$27.7K	0.25%	102
2023 Q2	$912K	Sell	8,434 -8,204	-49%	-$887K	0.26%	92
2023 Q1	$1.82M	Buy	+16,638	New	+$1.8M	0.99%	27
2022 Q1	$363K	Sell	3,003 -6	-0.2%	-$748	0.18%	134
2021 Q4	$399K	Sell	3,009 -14,818	-83%	-$1.97M	0.2%	105
2021 Q3	$2.37M	Sell	17,827 -867	-5%	-$117K	0.97%	25
2021 Q2	$2.51M	Buy	18,694 +15,784	+542%	+$2.08M	0.97%	23
2021 Q1	$378K	Sell	2,910 -9,048	-76%	-$1.2M	0.22%	106
2020 Q4	$1.65M	Buy	+11,958	New	+$1.63M	1.14%	19

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

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

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

Golden State Equity Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 1,062 shares — an estimated $116K sold.

Golden State Equity Partners first reported a position in LQD in Q4 2020 and held it in 11 quarters. The position peaked at $2.51M in Q2 2021. 556 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Golden State Equity Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,062 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $116K.
Golden State Equity Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Golden State Equity Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.51M in Q2 2021.
556 funds tracked by Wall St. Rank held iShares iBoxx $ 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.