Coldstream Capital Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$233K	Buy	10,149 +565	+6%	+$13K	﹤0.01%	1058
2025 Q4	$221K	Hold	9,584	–	–	﹤0.01%	1045
2025 Q3	$222K	Hold	9,584	–	–	﹤0.01%	1094
2025 Q2	$221K	Hold	9,584	–	–	﹤0.01%	1029
2025 Q1	$219K	Buy	+9,584	New	+$215K	﹤0.01%	961
2024 Q3	–	Sell	-56,777	Closed	-$1.38M	–	1092
2024 Q2	$1.38M	Buy	+56,777	New	+$1.26M	0.03%	267

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Coldstream Capital Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 5.9% in Q1 2026, buying an estimated $13K and bringing the position to 10,149 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Coldstream Capital Management first reported a position in IBTM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2024. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Coldstream Capital Management held 10,149 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $233K as of Q1 2026.
Coldstream Capital Management bought 565 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $13K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1058 holding.
Coldstream Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2024 and has held it in 6 quarters since.
Coldstream Capital Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.38M in Q2 2024.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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