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Ishares Ibonds Dec 2029 Muni Etf shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni 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 Ibonds Dec 2029 Muni Etf by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $792k 31k 25.49
2024-06-30 $583k 24k 24.86
2024-03-31 $287k 11k 25.25

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 Ibonds Dec 2029 Muni Etf

Hartland & Co
Envestnet Asset Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Bank of America Corporation
Raymond James Financial Services Advisors
Cypress Point Wealth Management
Praetorian Wealth Management
Central Trust & Investment
Sound View Wealth Advisors Group
Quantum Financial Advisors
Crumly & Associates
Raymond James & Associates
LPL Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf