CFMC
IBML

Curbstone Financial Management Corp’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Curbstone Financial Management Corp’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,750
Closed -$606K – 191
2023
Q3 		$606K Sell
23,750
-18,000
-43% -$459K 0.15% 129
2023
Q2 		$1.06M Hold
41,750
– – 0.25% 99
2023
Q1 		$1.06M Sell
41,750
-2,300
-5% -$58.4K 0.26% 94
2022
Q4 		$1.12M Sell
44,050
-3,850
-8% -$97.4K 0.28% 91
2022
Q3 		$1.21M Hold
47,900
– – 0.3% 87
2022
Q2 		$1.22M Sell
47,900
-3,800
-7% -$96.6K 0.28% 88
2022
Q1 		$1.32M Buy
51,700
+16,000
+45% +$411K 0.24% 99
2021
Q4 		$925K Buy
35,700
+5,700
+19% +$148K 0.16% 133
2021
Q3 		$780K Buy
30,000
+350
+1% +$9.13K 0.15% 139
2021
Q2 		$774K Buy
29,650
+9,650
+48% +$252K 0.15% 135
2021
Q1 		$523K Buy
+20,000
New +$524K 0.1% 163

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Curbstone Financial Management Corp's IBML Position: Q4 2023 in Review

Curbstone Financial Management Corp sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 23,750 shares — an estimated $606K sold.

Curbstone Financial Management Corp first reported a position in IBML in Q1 2021 and held it in 11 quarters. The position peaked at $1.32M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Curbstone Financial Management Corp reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 23,750 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $606K.
  • Curbstone Financial Management Corp first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2021 and held it in 11 quarters.
  • Curbstone Financial Management Corp's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.32M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Curbstone Financial Management Corp's 13F filing for Q4 2023, filed 8 Jan 2024.