CCM
IBTF

Coldstream Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Coldstream Capital Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,189
Closed -$261K – 1198
2025
Q3 		$261K Sell
11,189
-219,992
-95% -$5.13M ﹤0.01% 1003
2025
Q2 		$5.4M Buy
231,181
+33,452
+17% +$780K 0.09% 131
2025
Q1 		$4.62M Buy
197,729
+175,904
+806% +$4.11M 0.1% 124
2024
Q4 		$509K Buy
21,825
+1,116
+5% +$26K 0.01% 603
2024
Q3 		$485K Buy
20,709
+378
+2% +$8.81K 0.01% 621
2024
Q2 		$472K Hold
20,331
– – 0.01% 571
2024
Q1 		$472K Buy
20,331
+292
+1% +$6.79K 0.01% 578
2023
Q4 		$467K Hold
20,039
– – 0.01% 533
2023
Q3 		$463K Buy
20,039
+6,978
+53% +$161K 0.02% 455
2023
Q2 		$302K Sell
13,061
-3,340
-20% -$78.1K 0.01% 625
2023
Q1 		$386K Buy
+16,401
New +$383K 0.01% 534

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Coldstream Capital Management's IBTF Position: Q4 2025 in Review

Coldstream Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 11,189 shares — an estimated $261K sold.

Coldstream Capital Management first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $5.4M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Coldstream Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 11,189 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $261K.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Coldstream Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $5.4M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.