CCM
IBMS

Coldstream Capital Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Coldstream Capital Management’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.83M Buy
148,463
+7,585
+5% +$199K 0.05% 171
2025
Q4 		$3.67M Buy
140,878
+18,053
+15% +$470K 0.05% 182
2025
Q3 		$3.2M Buy
122,825
+19,805
+19% +$513K 0.04% 197
2025
Q2 		$2.64M Buy
103,020
+199
+0.2% +$5.04K 0.04% 218
2025
Q1 		$2.61M Buy
102,821
+9,278
+10% +$237K 0.06% 196
2024
Q4 		$2.37M Buy
93,543
+84,187
+900% +$2.15M 0.05% 215
2024
Q3 		$242K Buy
+9,356
New +$239K 0.01% 947

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Coldstream Capital Management's IBMS Position: Q1 2026 in Review

Coldstream Capital Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 5.4% in Q1 2026, buying an estimated $199K and bringing the position to 148,463 shares worth $3.83M. The position accounts for 0.05% of the portfolio, ranked #171.

Coldstream Capital Management first reported a position in IBMS in Q3 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Coldstream Capital Management held 148,463 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $3.83M as of Q1 2026.
  • Coldstream Capital Management bought 7,585 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $199K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.05% of Coldstream Capital Management's portfolio in Q1 2026, its #171 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.