Coldstream Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Coldstream Capital Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Sell	13,426 -1,045	-7%	-$22.7K	﹤0.01%	979
2026 Q1	$316K	Hold	14,471	–	–	﹤0.01%	909
2025 Q4	$318K	Hold	14,471	–	–	﹤0.01%	882
2025 Q3	$318K	Buy	14,471 +290	+2%	+$6.35K	﹤0.01%	916
2025 Q2	$311K	Hold	14,181	–	–	0.01%	867
2025 Q1	$309K	Buy	14,181 +4,098	+41%	+$88K	0.01%	799
2024 Q4	$215K	Buy	+10,083	New	+$217K	﹤0.01%	981

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Coldstream Capital Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 7.2% in Q2 2026, selling an estimated $22.7K and leaving 13,426 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Coldstream Capital Management first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q3 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Coldstream Capital Management held 13,426 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $291K as of Q2 2026.
Coldstream Capital Management sold 1,045 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $22.7K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #979 holding.
Coldstream Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Coldstream Capital Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $318K in Q3 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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