GSEP
SCSB

Golden State Equity Partners’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

Golden State Equity Partners’s Portfolio SCSB Stock Details SCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-561
Closed -$14.1K – 1949
2026
Q1 		$14.1K Buy
+561
New +$14.1K ﹤0.01% 1203

Other funds holding SCSB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

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

Golden State Equity Partners sold out of Sterling Capital Short Duration Bond ETF (SCSB) in Q2 2026, closing a stake of 561 shares — an estimated $14.1K sold.

Golden State Equity Partners first reported a position in SCSB in Q1 2026 and held it in 1 quarter. The position peaked at $14.1K in Q1 2026. 11 funds tracked by Wall St. Rank hold SCSB as of Q2 2026.

  • Golden State Equity Partners reported no remaining Sterling Capital Short Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 561 Sterling Capital Short Duration Bond ETF shares in Q2 2026, an estimated $14.1K.
  • Golden State Equity Partners first reported a position in Sterling Capital Short Duration Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Sterling Capital Short Duration Bond ETF position peaked at $14.1K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q2 2026.

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