Coldstream Capital Management »

Ishares Tr shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBDY) 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

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Quarterly reported holdings in Ishares Tr by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 50k 26.23
2025-06-30 $1.4M 54k 25.91
2025-03-31 $1.4M 53k 25.56
2024-12-31 $1.3M 53k 25.10
2024-09-30 $1.1M 41k 26.40
2024-06-30 $1.1M 43k 25.14
2024-03-31 $757k 30k 25.48
2023-12-31 $716k 28k 25.85

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Coldstream Capital Management

Top funds holding Ishares Tr

Capital Investment Advisors
First Interstate Bank
Summit Financial
Sigma Investment Counselors
Golub Group
Morgan Stanley
MV Capital Management
Envision Financial Planning
Us Bancorp
Wells Fargo & Company
Ameriprise Financial
Arrow Financial Corp.
Rockefeller Capital Management
Mb, Levis & Associates
UBS Group

View all funds holding Ishares Tr