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Golden State Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Golden State Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14K Hold
54
– – ﹤0.01% 1469
2026
Q1 		$1.14K Buy
54
+1
+2% +$21 ﹤0.01% 1430
2025
Q4 		$1.14K Hold
53
– – ﹤0.01% 1492
2025
Q3 		$1.13K Buy
+53
New +$1.12K ﹤0.01% 1491

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Golden State Wealth Management held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 54 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Golden State Wealth Management first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Golden State Wealth Management held 54 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.14K as of Q2 2026.
  • Golden State Wealth Management left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1469 holding.
  • Golden State Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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