Coldstream Capital Management »

Ishares Tr shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 78k 21.36
2024-09-30 $2.0M 88k 22.17
2024-06-30 $1.8M 84k 21.45
2024-03-31 $1.3M 62k 21.40
2023-12-31 $1.1M 50k 21.64
2023-09-30 $322k 16k 20.38
2023-03-31 $232k 11k 21.53

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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr National Mun Etf (MUB)

View all positions for Coldstream Capital Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Bank of America Corporation
Ameriprise Financial
Capital Investment Advisors
Raymond James Financial
Capital Advisors
Morgan Stanley
Wells Fargo & Company
Raymond James Financial Services Advisors
HighTower Advisors
Venture Visionary Partners
Royal Bank of Canada
Gateway Advisory
Sigma Investment Counselors
Us Bancorp

View all funds holding Ishares Tr