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 Q2	$208K	Sell	9,152 -997	-10%	-$22.7K	﹤0.01%	1159
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 $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Coldstream Capital Management reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 9.8% in Q2 2026, selling an estimated $22.7K and leaving 9,152 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Coldstream Capital Management first reported a position in IBTM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q2 2024. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Coldstream Capital Management held 9,152 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $208K as of Q2 2026.
Coldstream Capital Management sold 997 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $22.7K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1159 holding.
Coldstream Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2024 and has held it in 7 quarters since.
Coldstream Capital Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.38M in Q2 2024.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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