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Ishares Tr ibds dec28 etf shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf 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 ibds dec28 etf by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 78k 24.77
2024-03-31 $1.8M 73k 24.91
2023-12-31 $1.5M 61k 25.09
2023-09-30 $639k 27k 24.03

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Bloomberg 3-12 M (BILS)

View all positions for Coldstream Capital Management

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Aptus Capital Advisors
Morgan Stanley
Capital Investment Advisors
Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Royal Bank of Canada
Woodmont Investment Counsel
LPL Financial
Raymond James Financial Services Advisors
Wells Fargo & Company
Gratus Wealth Advisors
Klingman & Associates
Sigma Investment Counselors

View all funds holding Ishares Tr ibds dec28 etf