CCM
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Coldstream Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Coldstream Capital Management’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4M Buy
134,311
+7,785
+6% +$199K 0.04% 181
2025
Q4 		$3.22M Buy
126,526
+14,718
+13% +$374K 0.04% 194
2025
Q3 		$2.85M Buy
111,808
+12,026
+12% +$306K 0.04% 218
2025
Q2 		$2.52M Buy
99,782
+1,226
+1% +$30.6K 0.04% 234
2025
Q1 		$2.47M Buy
98,556
+10,814
+12% +$271K 0.05% 211
2024
Q4 		$2.19M Buy
87,742
+56,684
+183% +$1.43M 0.05% 229
2024
Q3 		$792K Buy
31,058
+7,592
+32% +$191K 0.02% 445
2024
Q2 		$583K Buy
23,466
+12,112
+107% +$301K 0.01% 496
2024
Q1 		$287K Buy
+11,354
New +$288K 0.01% 788

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return