CCM
Coldstream Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
113,042
+7,823
| +7% | +$200K | 0.05% | 203 |
|
|
2025
Q1 | $2.69M | Buy |
105,219
+8,791
| +9% | +$225K | 0.06% | 191 |
|
|
2024
Q4 | $2.46M | Buy |
96,428
+46,117
| +92% | +$1.17M | 0.05% | 210 |
|
|
2024
Q3 | $1.29M | Buy |
50,311
+3,811
| +8% | +$97.8K | 0.03% | 311 |
|
|
2024
Q2 | $1.18M | Buy |
46,500
+14,006
| +43% | +$355K | 0.03% | 294 |
|
|
2024
Q1 | $824K | Buy |
32,494
+21,730
| +202% | +$551K | 0.02% | 374 |
|
|
2023
Q4 | $275K | Sell |
10,764
-5,183
| -33% | -$132K | 0.01% | 740 |
|
|
2023
Q3 | $396K | Sell |
15,947
-1,920
| -11% | -$47.6K | 0.01% | 515 |
|
|
2023
Q2 | $450K | Buy |
+17,867
| New | +$450K | 0.01% | 487 |
|