Coldstream Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
83,958
+1,973
| +2% | +$50.1K | 0.03% | 267 |
|
|
2025
Q1 | $2.07M | Buy |
81,985
+8,180
| +11% | +$207K | 0.04% | 243 |
|
|
2024
Q4 | $1.86M | Buy |
73,805
+30,079
| +69% | +$757K | 0.04% | 259 |
|
|
2024
Q3 | $1.12M | Buy |
43,726
+1,955
| +5% | +$50.1K | 0.02% | 345 |
|
|
2024
Q2 | $1.05M | Buy |
41,771
+17,985
| +76% | +$450K | 0.03% | 319 |
|
|
2024
Q1 | $601K | Buy |
+23,786
| New | +$601K | 0.02% | 486 |
|
|
2023
Q3 | – | Sell |
-11,286
| Closed | -$284K | – | 826 |
|
|
2023
Q2 | $284K | Buy |
+11,286
| New | +$284K | 0.01% | 648 |
|