CCM
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Coldstream Capital Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Coldstream Capital Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$777K Sell
34,632
-528
-2% -$11.9K 0.01% 539
2025
Q4 		$790K Buy
35,160
+4,455
+15% +$100K 0.01% 529
2025
Q3 		$691K Sell
30,705
-1,940
-6% -$43.5K 0.01% 598
2025
Q2 		$734K Hold
32,645
– – 0.01% 504
2025
Q1 		$732K Buy
32,645
+16,112
+97% +$359K 0.02% 456
2024
Q4 		$367K Hold
16,533
– – 0.01% 730
2024
Q3 		$374K Buy
16,533
+145
+0.9% +$3.25K 0.01% 728
2024
Q2 		$362K Buy
16,388
+863
+6% +$19K 0.01% 689
2024
Q1 		$344K Buy
+15,525
New +$345K 0.01% 706

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