CFMC
IBMF

Curbstone Financial Management Corp’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Curbstone Financial Management Corp’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-9,200
Closed -$253K – 170
2015
Q2 		$253K Buy
+9,200
New +$253K 0.17% 140

Other funds holding IBMF

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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Curbstone Financial Management Corp's IBMF Position: Q3 2015 in Review

Curbstone Financial Management Corp sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2015, closing a stake of 9,200 shares — an estimated $253K sold.

Curbstone Financial Management Corp first reported a position in IBMF in Q2 2015 and held it in 1 quarter. The position peaked at $253K in Q2 2015. 50 funds tracked by Wall St. Rank hold IBMF as of Q3 2015.

  • Curbstone Financial Management Corp reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 9,200 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2015, an estimated $253K.
  • Curbstone Financial Management Corp first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2015 and held it in 1 quarter.
  • Curbstone Financial Management Corp's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $253K in Q2 2015.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2015.

Based on Curbstone Financial Management Corp's 13F filing for Q3 2015, filed 6 Oct 2015.