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
Q2 		$2.51M Buy
97,400
+12,232
+14% +$315K 0.03% 257
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Coldstream Capital Management increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 14% in Q2 2026, buying an estimated $315K and bringing the position to 97,400 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #257.

Coldstream Capital Management first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Coldstream Capital Management held 97,400 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $2.51M as of Q2 2026.
  • Coldstream Capital Management bought 12,232 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $315K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #257 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 4 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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