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Ishares Tr shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ishares Tr (LMUB) 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
2026-03-31 $277k 5.6k 49.93

More positions owned by Coldstream Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Coldstream Capital Management

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Mml Investors Services
Park Avenue Securities
Envestnet Portfolio Solutions
Sanctuary Advisors
BlackRock
One Wealth Advisors
Resources Investment Advisors
Buttonwood Financial Group
Detalus Advisors
Bank of New York Mellon
Tyche Wealth Partners
Watershed Private Wealth
Fedenia Advisers

View all funds holding Ishares Tr