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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SIC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Coldstream Capital Management held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q1 2026 at 54,646 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #393.

Coldstream Capital Management first reported a position in IBDX in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q2 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Coldstream Capital Management held 54,646 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.38M as of Q1 2026.
Coldstream Capital Management left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #393 holding.
Coldstream Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 11 quarters since.
Coldstream Capital Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.49M in Q2 2025.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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