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Ishares Tr shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBMV) 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
2026-06-30 $302k 12k 25.42

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Proshares Tr S&p Mdcp 400 Div (REGL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Large Cap Etf (VV)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Coldstream Capital Management

Top funds holding Ishares Tr

Hills Bank And Trust Company
Coldstream Capital Management
Heritage Family Offices
Pacific Excel Wealth Advisors
Lido Advisors
Addison Advisors

View all funds holding Ishares Tr