CFMC
IBMH

Curbstone Financial Management Corp’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Curbstone Financial Management Corp’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,000
Closed -$407K – 180
2019
Q2 		$407K Hold
16,000
– – 0.11% 170
2019
Q1 		$407K Hold
16,000
– – 0.11% 164
2018
Q4 		$406K Hold
16,000
– – 0.12% 161
2018
Q3 		$406K Hold
16,000
– – 0.11% 169
2018
Q2 		$406K Hold
16,000
– – 0.11% 163
2018
Q1 		$405K Buy
16,000
+8,000
+100% +$203K 0.11% 158
2017
Q4 		$203K Sell
8,000
-8,000
-50% -$203K 0.11% 160
2017
Q3 		$409K Buy
16,000
+8,000
+100% +$205K 0.12% 158
2017
Q2 		$204K Hold
8,000
– – 0.12% 159
2017
Q1 		$204K Hold
8,000
– – 0.13% 166
2016
Q4 		$203K Sell
8,000
-8,000
-50% -$204K 0.13% 163
2016
Q3 		$410K Hold
16,000
– – 0.13% 160
2016
Q2 		$412K Hold
16,000
– – 0.14% 154
2016
Q1 		$411K Hold
16,000
– – 0.14% 152
2015
Q4 		$410K Buy
+16,000
New +$408K 0.14% 153

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Curbstone Financial Management Corp's IBMH Position: Q3 2019 in Review

Curbstone Financial Management Corp sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 16,000 shares — an estimated $407K sold.

Curbstone Financial Management Corp first reported a position in IBMH in Q4 2015 and held it in 15 quarters. The position peaked at $412K in Q2 2016. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Curbstone Financial Management Corp reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 16,000 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $407K.
  • Curbstone Financial Management Corp first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2015 and held it in 15 quarters.
  • Curbstone Financial Management Corp's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $412K in Q2 2016.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Curbstone Financial Management Corp's 13F filing for Q3 2019, filed 18 Oct 2019.