Curbstone Financial Management Corp’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18,600	Closed	-$484K	–	206
2024 Q2	$484K	Hold	18,600	–	–	0.11%	168
2024 Q1	$483K	Hold	18,600	–	–	0.1%	172
2023 Q4	$482K	Sell	18,600 -11,150	-37%	-$288K	0.11%	163
2023 Q3	$764K	Hold	29,750	–	–	0.19%	117
2023 Q2	$766K	Hold	29,750	–	–	0.18%	118
2023 Q1	$770K	Hold	29,750	–	–	0.19%	117
2022 Q4	$766K	Hold	29,750	–	–	0.19%	115
2022 Q3	$759K	Hold	29,750	–	–	0.19%	120
2022 Q2	$773K	Hold	29,750	–	–	0.18%	123
2022 Q1	$773K	Hold	29,750	–	–	0.14%	146
2021 Q4	$798K	Buy	29,750 +8,950	+43%	+$240K	0.14%	143
2021 Q3	$560K	Buy	20,800 +5,900	+40%	+$159K	0.11%	165
2021 Q2	$402K	Buy	+14,900	New	+$402K	0.08%	194

Other funds holding IBMM

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

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

Curbstone Financial Management Corp's IBMM Position: Q3 2024 in Review

Curbstone Financial Management Corp sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 18,600 shares — an estimated $484K sold.

Curbstone Financial Management Corp first reported a position in IBMM in Q2 2021 and held it in 13 quarters. The position peaked at $798K in Q4 2021. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

Curbstone Financial Management Corp reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Curbstone Financial Management Corp sold 18,600 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $484K.
Curbstone Financial Management Corp first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2021 and held it in 13 quarters.
Curbstone Financial Management Corp's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $798K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Curbstone Financial Management Corp's 13F filing for Q3 2024, filed 3 Oct 2024.