Coldstream Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
99,782
+1,226
| +1% | +$30.9K | 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% | +$1.42M | 0.05% | 229 |
|
|
2024
Q3 | $792K | Buy |
31,058
+7,592
| +32% | +$194K | 0.02% | 445 |
|
|
2024
Q2 | $583K | Buy |
23,466
+12,112
| +107% | +$301K | 0.01% | 496 |
|
|
2024
Q1 | $287K | Buy |
+11,354
| New | +$287K | 0.01% | 788 |
|