Coldstream Capital Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,748	Closed	-$124K	–	2150
2025 Q1	$124K	Buy	+2,748	New	+$123K	﹤0.01%	1240
2024 Q4	–	Sell	-5,355	Closed	-$249K	–	1084
2024 Q3	$249K	Buy	5,355 +243	+5%	+$11.1K	0.01%	932
2024 Q2	$227K	Buy	+5,112	New	+$226K	0.01%	888

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Coldstream Capital Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2025, closing a stake of 2,748 shares — an estimated $124K sold.

Coldstream Capital Management first reported a position in IGEB in Q2 2024 and held it in 3 quarters. The position peaked at $249K in Q3 2024. 178 funds tracked by Wall St. Rank hold IGEB as of Q2 2025.

Coldstream Capital Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 2,748 iShares Investment Grade Systematic Bond ETF shares in Q2 2025, an estimated $124K.
Coldstream Capital Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 3 quarters.
Coldstream Capital Management's iShares Investment Grade Systematic Bond ETF position peaked at $249K in Q3 2024.
178 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2025.

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