CCM
IBDZ

Coldstream Capital Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Coldstream Capital Management’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Hold
41,457
– – 0.01% 453
2025
Q4 		$1.09M Sell
41,457
-18,178
-30% -$481K 0.01% 432
2025
Q3 		$1.58M Sell
59,635
-6,290
-10% -$165K 0.02% 359
2025
Q2 		$1.72M Buy
65,925
+888
+1% +$22.7K 0.03% 310
2025
Q1 		$1.68M Buy
65,037
+1,970
+3% +$50.3K 0.04% 283
2024
Q4 		$1.61M Buy
+63,067
New +$1.63M 0.03% 286

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Coldstream Capital Management held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q1 2026 at 41,457 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #453.

Coldstream Capital Management first reported a position in IBDZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q2 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Coldstream Capital Management held 41,457 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.08M as of Q1 2026.
  • Coldstream Capital Management left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #453 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • Coldstream Capital Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $1.72M in Q2 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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