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Coldstream Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Coldstream Capital Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-853
Closed -$44.7K – 2156
2025
Q1 		$44.7K Buy
+853
New +$44.3K ﹤0.01% 1756

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Coldstream Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 853 shares — an estimated $44.7K sold.

Coldstream Capital Management first reported a position in IGSB in Q1 2025 and held it in 1 quarter. The position peaked at $44.7K in Q1 2025. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 853 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $44.7K.
  • Coldstream Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $44.7K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

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