CCM
IBCA

Coldstream Capital Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Coldstream Capital Management’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$944K Buy
36,809
+3,055
+9% +$79.1K 0.01% 487
2025
Q4 		$876K Buy
33,754
+16,640
+97% +$433K 0.01% 493
2025
Q3 		$446K Buy
+17,114
New +$440K 0.01% 788

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Coldstream Capital Management's IBCA Position: Q1 2026 in Review

Coldstream Capital Management increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 9.1% in Q1 2026, buying an estimated $79.1K and bringing the position to 36,809 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #487.

Coldstream Capital Management first reported a position in IBCA in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Coldstream Capital Management held 36,809 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $944K as of Q1 2026.
  • Coldstream Capital Management bought 3,055 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $79.1K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #487 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.