Curbstone Financial Management Corp’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,000	Closed	-$255K	–	171
2015 Q2	$255K	Buy	10,000 +2,000	+25%	+$50.9K	0.17%	139
2015 Q1	$204K	Buy	+8,000	New	+$205K	0.14%	157

Other funds holding IBMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

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

Curbstone Financial Management Corp sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2015, closing a stake of 10,000 shares — an estimated $255K sold.

Curbstone Financial Management Corp first reported a position in IBMG in Q1 2015 and held it in 2 quarters. The position peaked at $255K in Q2 2015. 45 funds tracked by Wall St. Rank hold IBMG as of Q3 2015.

Curbstone Financial Management Corp reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2015 after selling out during the quarter.
Curbstone Financial Management Corp sold 10,000 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2015, an estimated $255K.
Curbstone Financial Management Corp first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2015 and held it in 2 quarters.
Curbstone Financial Management Corp's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $255K in Q2 2015.
45 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2015.

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