CCM
IBTP

Coldstream Capital Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Coldstream Capital Management’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,239
Closed -$109K – 3471
2025
Q1 		$109K Buy
+4,239
New +$107K ﹤0.01% 1309

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return

Coldstream Capital Management's IBTP Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2025, closing a stake of 4,239 shares — an estimated $109K sold.

Coldstream Capital Management first reported a position in IBTP in Q1 2025 and held it in 1 quarter. The position peaked at $109K in Q1 2025. 46 funds tracked by Wall St. Rank hold IBTP as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 4,239 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2025, an estimated $109K.
  • Coldstream Capital Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $109K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.