Coldstream Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Coldstream Capital Management’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	53,736 -910	-2%	-$22.9K	0.02%	396
2026 Q1	$1.38M	Hold	54,646	–	–	0.02%	393
2025 Q4	$1.4M	Buy	54,646 +355	+0.7%	+$9.09K	0.02%	368
2025 Q3	$1.39M	Sell	54,291 -4,560	-8%	-$116K	0.02%	388
2025 Q2	$1.49M	Buy	58,851 +837	+1%	+$20.8K	0.02%	334
2025 Q1	$1.45M	Hold	58,014	–	–	0.03%	308
2024 Q4	$1.43M	Buy	58,014 +8,929	+18%	+$223K	0.03%	308
2024 Q3	$1.26M	Buy	+49,085	New	+$1.24M	0.03%	318
2024 Q2	–	Sell	-43,045	Closed	-$1.07M	–	1009
2024 Q1	$1.07M	Buy	43,045 +2,032	+5%	+$50.3K	0.03%	311
2023 Q4	$1.03M	Buy	41,013 +28,435	+226%	+$678K	0.03%	288
2023 Q3	$295K	Buy	+12,578	New	+$304K	0.01%	605
2023 Q2	–	Sell	-8,321	Closed	-$209K	–	845
2023 Q1	$209K	Buy	+8,321	New	+$206K	0.01%	770

Other funds holding IBDX

ACA

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

CIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Coldstream Capital Management's IBDX Position: Q2 2026 in Review

Coldstream Capital Management reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.7% in Q2 2026, selling an estimated $22.9K and leaving 53,736 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #396.

Coldstream Capital Management first reported a position in IBDX in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q2 2025. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Coldstream Capital Management held 53,736 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.35M as of Q2 2026.
Coldstream Capital Management sold 910 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $22.9K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Coldstream Capital Management's portfolio in Q2 2026, its #396 holding.
Coldstream Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
Coldstream Capital Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.49M in Q2 2025.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.