CCM
IBMT

Coldstream Capital Management’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Coldstream Capital Management’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Buy
85,168
+10,703
+14% +$279K 0.03% 280
2025
Q4 		$1.93M Buy
74,465
+64,291
+632% +$1.67M 0.02% 294
2025
Q3 		$263K Buy
+10,174
New +$261K ﹤0.01% 1000

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Coldstream Capital Management increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 14% in Q1 2026, buying an estimated $279K and bringing the position to 85,168 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #280.

Coldstream Capital Management first reported a position in IBMT in Q3 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Coldstream Capital Management held 85,168 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $2.19M as of Q1 2026.
  • Coldstream Capital Management bought 10,703 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $279K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.03% of Coldstream Capital Management's portfolio in Q1 2026, its #280 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

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