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Ishares Tr ibonds dec shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Ishares Tr ibonds dec

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $978k 38k 26.10
2024-06-30 $1.1M 43k 26.05
2024-03-31 $717k 28k 25.95
2023-12-31 $354k 14k 25.93
2023-09-30 $305k 12k 25.69
2023-06-30 $303k 12k 25.76

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Sbi Int-utils (XLU)
NVIDIA Corporation (NVDA)
Ishares Tr Rusel 2500 Etf (SMMD)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Coldstream Capital Management

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Us Bancorp
LPL Financial
Glenview Trust
Wells Fargo & Company
Envestnet Asset Management
Leavell Investment Management
Northwestern Mutual Wealth Management Company
Colony
Integrated Wealth Concepts
Advisor Group Holdings
Regions Bank
Stratos Wealth Partners
Cyndeo Wealth Partners
Commonwealth Equity Services

View all funds holding Ishares Tr ibonds dec