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 Q2	$2.79M	Buy	109,890 +976	+0.9%	+$24.8K	0.04%	231
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 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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

Coldstream Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.9% in Q2 2026, buying an estimated $24.8K and bringing the position to 109,890 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #231.

Coldstream Capital Management first reported a position in IBMP in Q2 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Coldstream Capital Management held 109,890 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.79M as of Q2 2026.
Coldstream Capital Management bought 976 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $24.8K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of Coldstream Capital Management's portfolio in Q2 2026, its #231 holding.
Coldstream Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2023 and has held it in 11 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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