Curbstone Financial Management Corp’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$646K	Sell	25,600 -100	-0.4%	-$2.52K	0.11%	158
2026 Q1	$651K	Buy	25,700 +9,100	+55%	+$231K	0.12%	147
2025 Q4	$423K	Buy	+16,600	New	+$423K	0.08%	190

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Curbstone Financial Management Corp reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.39% in Q2 2026, selling an estimated $2.52K and leaving 25,600 shares worth $646K. The position accounts for 0.11% of the portfolio, ranked #158.

Curbstone Financial Management Corp first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $651K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Curbstone Financial Management Corp held 25,600 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $646K as of Q2 2026.
Curbstone Financial Management Corp sold 100 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.52K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.11% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #158 holding.
Curbstone Financial Management Corp first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Curbstone Financial Management Corp's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $651K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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