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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Coldstream Capital Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.62% in Q1 2026, buying an estimated $20.1K and bringing the position to 127,878 shares worth $3.28M. The position accounts for 0.04% of the portfolio, ranked #185.

Coldstream Capital Management first reported a position in IBMO in Q2 2023 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Coldstream Capital Management held 127,878 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $3.28M as of Q1 2026.
  • Coldstream Capital Management bought 784 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $20.1K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of Coldstream Capital Management's portfolio in Q1 2026, its #185 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 12 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

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