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Coldstream Capital Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Coldstream Capital Management’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Buy
11,367
+635
+6% +$13K ﹤0.01% 1061
2025
Q4 		$220K Hold
10,732
– – ﹤0.01% 1048
2025
Q3 		$221K Hold
10,732
– – ﹤0.01% 1098
2025
Q2 		$220K Hold
10,732
– – ﹤0.01% 1030
2025
Q1 		$218K Buy
+10,732
New +$214K ﹤0.01% 966
2024
Q3 		– Sell
-76,849
Closed -$1.56M – 1091
2024
Q2 		$1.56M Buy
+76,849
New +$1.52M 0.04% 249

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Coldstream Capital Management's IBTL Position: Q1 2026 in Review

Coldstream Capital Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5.9% in Q1 2026, buying an estimated $13K and bringing the position to 11,367 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Coldstream Capital Management first reported a position in IBTL in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q2 2024. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Coldstream Capital Management held 11,367 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $232K as of Q1 2026.
  • Coldstream Capital Management bought 635 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $13K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1061 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and has held it in 6 quarters since.
  • Coldstream Capital Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.56M in Q2 2024.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.