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Coldstream Capital Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Coldstream Capital Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Hold
8,420
– – ﹤0.01% 1173
2026
Q1 		$205K Buy
+8,420
New +$207K ﹤0.01% 1114
2025
Q2 		– Sell
-7,889
Closed -$192K – 2133
2025
Q1 		$192K Buy
+7,889
New +$189K ﹤0.01% 1021

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Coldstream Capital Management held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q2 2026 at 8,420 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Coldstream Capital Management first reported a position in IBTO in Q1 2025 and has held it in 3 quarters since. The position peaked at $205K in Q1 2026. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Coldstream Capital Management held 8,420 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $203K as of Q2 2026.
  • Coldstream Capital Management left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1173 holding.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • Coldstream Capital Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $205K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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