CCM
IBMV

Coldstream Capital Management’s iShares iBonds Dec 2033 Term Muni Bond ETF IBMV Stock Holding History

Coldstream Capital Management’s Portfolio IBMV Stock Details IBMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Buy
+11,868
New +$301K ﹤0.01% 962

Other funds holding IBMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

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

Coldstream Capital Management opened a new position in iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) in Q2 2026: 11,868 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

6 funds tracked by Wall St. Rank hold IBMV as of Q2 2026.

  • Coldstream Capital Management held 11,868 shares of iShares iBonds Dec 2033 Term Muni Bond ETF worth $302K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF was a new Coldstream Capital Management position in Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #962 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Muni Bond ETF as of Q2 2026.

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