Curbstone Financial Management Corp’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Curbstone Financial Management Corp’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$724K	Hold	29,874	–	–	0.12%	148
2026 Q1	$724K	Buy	29,874 +8,176	+38%	+$198K	0.14%	137
2025 Q4	$526K	Buy	+21,698	New	+$526K	0.1%	165
2025 Q3	–	Sell	-24,050	Closed	-$583K	–	210
2025 Q2	$583K	Buy	+24,050	New	+$581K	0.12%	149

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Curbstone Financial Management Corp's IBDR Position: Q2 2026 in Review

Curbstone Financial Management Corp held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 29,874 shares worth $724K. The position accounts for 0.12% of the portfolio, ranked #148.

Curbstone Financial Management Corp first reported a position in IBDR in Q2 2025 and has held it in 4 quarters since. The position peaked at $724K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Curbstone Financial Management Corp held 29,874 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $724K as of Q2 2026.
Curbstone Financial Management Corp left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.12% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #148 holding.
Curbstone Financial Management Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
Curbstone Financial Management Corp's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $724K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.