Coldstream Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Coldstream Capital Management’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.26M	Sell	127,207 -671	-0.5%	-$17.2K	0.04%	203
2026 Q1	$3.28M	Buy	127,878 +784	+0.6%	+$20.1K	0.04%	185
2025 Q4	$3.26M	Buy	127,094 +8,396	+7%	+$215K	0.04%	192
2025 Q3	$3.05M	Buy	118,698 +5,656	+5%	+$145K	0.04%	206
2025 Q2	$2.9M	Buy	113,042 +7,823	+7%	+$200K	0.05%	203
2025 Q1	$2.69M	Buy	105,219 +8,791	+9%	+$224K	0.06%	191
2024 Q4	$2.46M	Buy	96,428 +46,117	+92%	+$1.18M	0.05%	210
2024 Q3	$1.29M	Buy	50,311 +3,811	+8%	+$97.2K	0.03%	311
2024 Q2	$1.18M	Buy	46,500 +14,006	+43%	+$354K	0.03%	294
2024 Q1	$824K	Buy	32,494 +21,730	+202%	+$553K	0.02%	374
2023 Q4	$275K	Sell	10,764 -5,183	-33%	-$130K	0.01%	740
2023 Q3	$396K	Sell	15,947 -1,920	-11%	-$48.1K	0.01%	515
2023 Q2	$450K	Buy	+17,867	New	+$451K	0.01%	487

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coldstream Capital Management's IBMO Position: Q2 2026 in Review

Coldstream Capital Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.52% in Q2 2026, selling an estimated $17.2K and leaving 127,207 shares worth $3.26M. The position accounts for 0.04% of the portfolio, ranked #203.

Coldstream Capital Management first reported a position in IBMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.28M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Coldstream Capital Management held 127,207 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $3.26M as of Q2 2026.
Coldstream Capital Management sold 671 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $17.2K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of Coldstream Capital Management's portfolio in Q2 2026, its #203 holding.
Coldstream Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
Coldstream Capital Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $3.28M in Q1 2026.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.