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Coldstream Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Coldstream Capital Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.17M Buy
123,766
+962
+0.8% +$24.6K 0.04% 207
2026
Q1 		$3.14M Buy
122,804
+7,773
+7% +$199K 0.04% 196
2025
Q4 		$2.94M Buy
115,031
+18,952
+20% +$484K 0.04% 203
2025
Q3 		$2.46M Buy
96,079
+12,121
+14% +$310K 0.03% 247
2025
Q2 		$2.13M Buy
83,958
+1,973
+2% +$49.7K 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% +$763K 0.04% 259
2024
Q3 		$1.12M Buy
43,726
+1,955
+5% +$49.6K 0.02% 345
2024
Q2 		$1.05M Buy
41,771
+17,985
+76% +$450K 0.03% 319
2024
Q1 		$601K Buy
+23,786
New +$605K 0.02% 486
2023
Q3 		– Sell
-11,286
Closed -$284K – 826
2023
Q2 		$284K Buy
+11,286
New +$286K 0.01% 648

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Coldstream Capital Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.78% in Q2 2026, buying an estimated $24.6K and bringing the position to 123,766 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #207.

Coldstream Capital Management first reported a position in IBMQ in Q2 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Coldstream Capital Management held 123,766 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.17M as of Q2 2026.
  • Coldstream Capital Management bought 962 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $24.6K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of Coldstream Capital Management's portfolio in Q2 2026, its #207 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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