Coldstream Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
86,483
| – | – | 0.04% | 259 |
|
|
2025
Q1 | $2.19M | Buy |
86,483
+9,200
| +12% | +$233K | 0.05% | 230 |
|
|
2024
Q4 | $1.94M | Buy |
77,283
+29,410
| +61% | +$739K | 0.04% | 251 |
|
|
2024
Q3 | $1.22M | Buy |
47,873
+5,905
| +14% | +$150K | 0.03% | 324 |
|
|
2024
Q2 | $1.05M | Buy |
41,968
+16,189
| +63% | +$405K | 0.03% | 316 |
|
|
2024
Q1 | $649K | Buy |
+25,779
| New | +$649K | 0.02% | 457 |
|
|
2023
Q3 | – | Sell |
-11,333
| Closed | -$284K | – | 825 |
|
|
2023
Q2 | $284K | Buy |
+11,333
| New | +$284K | 0.01% | 647 |
|