Coldstream Capital Management
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Coldstream Capital Management’s iShares iBonds Dec 2034 Term Muni Bond ETF IBMW Stock Holding History

Coldstream Capital Management’s Portfolio IBMW Stock Details IBMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$239K Buy
+10,110
New +$249K ﹤0.01% 1041

Other funds holding IBMW

Heritage Family Offices
Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Addison Advisors
Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return

Coldstream Capital Management's IBMW Position: Q3 2026 in Review

Coldstream Capital Management opened a new position in iShares iBonds Dec 2034 Term Muni Bond ETF (IBMW) in Q3 2026: 10,110 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings.

5 funds tracked by Wall St. Rank hold IBMW as of Q3 2026.

  • Coldstream Capital Management held 10,110 shares of iShares iBonds Dec 2034 Term Muni Bond ETF worth $239K as of Q3 2026.
  • iShares iBonds Dec 2034 Term Muni Bond ETF was a new Coldstream Capital Management position in Q3 2026.
  • iShares iBonds Dec 2034 Term Muni Bond ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q3 2026, its #1041 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Muni Bond ETF as of Q3 2026.

Based on Coldstream Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.