Golden State Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Golden State Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61K	Buy	69 +1	+1%	+$23	﹤0.01%	1425
2026 Q1	$1.59K	Hold	68	–	–	﹤0.01%	1379
2025 Q4	$1.59K	Buy	68 +1	+1%	+$23	﹤0.01%	1427
2025 Q3	$1.57K	Buy	+67	New	+$1.56K	﹤0.01%	1425

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Golden State Wealth Management's IBDU Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.5% in Q2 2026, buying an estimated $23 and bringing the position to 69 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Golden State Wealth Management first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Golden State Wealth Management held 69 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.61K as of Q2 2026.
Golden State Wealth Management bought 1 iShares iBonds Dec 2029 Term Corporate ETF share in Q2 2026, an estimated $23.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1425 holding.
Golden State Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.