CCM
IBMM

Coldstream Capital Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Coldstream Capital Management’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37,473
Closed -$978K – 1124
2024
Q3 		$978K Sell
37,473
-5,690
-13% -$148K 0.02% 379
2024
Q2 		$1.12M Buy
43,163
+15,519
+56% +$403K 0.03% 301
2024
Q1 		$717K Buy
27,644
+13,983
+102% +$363K 0.02% 428
2023
Q4 		$354K Buy
13,661
+1,808
+15% +$46.6K 0.01% 645
2023
Q3 		$305K Buy
11,853
+94
+0.8% +$2.42K 0.01% 594
2023
Q2 		$303K Buy
+11,759
New +$303K 0.01% 623

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Coldstream Capital Management's IBMM Position: Q4 2024 in Review

Coldstream Capital Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 37,473 shares — an estimated $978K sold.

Coldstream Capital Management first reported a position in IBMM in Q2 2023 and held it in 6 quarters. The position peaked at $1.12M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Coldstream Capital Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Coldstream Capital Management sold 37,473 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $978K.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2023 and held it in 6 quarters.
  • Coldstream Capital Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.12M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Coldstream Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.