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Coldstream Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Coldstream Capital Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.77M Buy
108,914
+5,019
+5% +$128K 0.03% 220
2025
Q4 		$2.64M Buy
103,895
+7,291
+8% +$185K 0.03% 230
2025
Q3 		$2.46M Buy
96,604
+10,121
+12% +$258K 0.03% 248
2025
Q2 		$2.19M Hold
86,483
– – 0.04% 259
2025
Q1 		$2.19M Buy
86,483
+9,200
+12% +$232K 0.05% 230
2024
Q4 		$1.94M Buy
77,283
+29,410
+61% +$744K 0.04% 251
2024
Q3 		$1.22M Buy
47,873
+5,905
+14% +$149K 0.03% 324
2024
Q2 		$1.05M Buy
41,968
+16,189
+63% +$404K 0.03% 316
2024
Q1 		$649K Buy
+25,779
New +$651K 0.02% 457
2023
Q3 		– Sell
-11,333
Closed -$284K – 825
2023
Q2 		$284K Buy
+11,333
New +$285K 0.01% 647

Other funds holding IBMP

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 $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return