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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
Q2 		$3.44M Buy
135,517
+1,206
+0.9% +$30.6K 0.04% 192
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 $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Coldstream Capital Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.9% in Q2 2026, buying an estimated $30.6K and bringing the position to 135,517 shares worth $3.44M. The position accounts for 0.04% of the portfolio, ranked #192.

Coldstream Capital Management first reported a position in IBMR in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Coldstream Capital Management held 135,517 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.44M as of Q2 2026.
  • Coldstream Capital Management bought 1,206 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $30.6K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.04% of Coldstream Capital Management's portfolio in Q2 2026, its #192 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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