CCM
IBMN

Coldstream Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Coldstream Capital Management’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60,076
Closed -$1.61M – 1197
2025
Q3 		$1.61M Sell
60,076
-7,871
-12% -$211K 0.02% 355
2025
Q2 		$1.82M Buy
67,947
+5,614
+9% +$150K 0.03% 302
2025
Q1 		$1.67M Buy
62,333
+4,788
+8% +$128K 0.04% 284
2024
Q4 		$1.53M Buy
57,545
+14,866
+35% +$396K 0.03% 294
2024
Q3 		$1.14M Buy
42,679
+3,240
+8% +$86.2K 0.02% 342
2024
Q2 		$1.04M Buy
39,439
+13,380
+51% +$354K 0.03% 320
2024
Q1 		$690K Buy
26,059
+15,583
+149% +$412K 0.02% 438
2023
Q4 		$278K Sell
10,476
-5,904
-36% -$155K 0.01% 738
2023
Q3 		$427K Sell
16,380
-2,707
-14% -$71.1K 0.01% 492
2023
Q2 		$503K Buy
19,087
+10,583
+124% +$279K 0.02% 445
2023
Q1 		$226K Buy
+8,504
New +$225K 0.01% 730

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Coldstream Capital Management's IBMN Position: Q4 2025 in Review

Coldstream Capital Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 60,076 shares — an estimated $1.61M sold.

Coldstream Capital Management first reported a position in IBMN in Q1 2023 and held it in 11 quarters. The position peaked at $1.82M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Coldstream Capital Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 60,076 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.61M.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2023 and held it in 11 quarters.
  • Coldstream Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.82M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.