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Coldstream Capital Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Coldstream Capital Management’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,100
Closed -$25.5K – 2127
2025
Q1 		$25.5K Buy
+1,100
New +$25.6K ﹤0.01% 1999

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coldstream Capital Management's IBHF Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2025, closing a stake of 1,100 shares — an estimated $25.5K sold.

Coldstream Capital Management first reported a position in IBHF in Q1 2025 and held it in 1 quarter. The position peaked at $25.5K in Q1 2025. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,100 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $25.5K.
  • Coldstream Capital Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $25.5K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.