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Curbstone Financial Management Corp’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Curbstone Financial Management Corp’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$890K Sell
34,800
-150
-0.4% -$3.83K 0.15% 132
2026
Q1 		$892K Hold
34,950
– – 0.17% 118
2025
Q4 		$894K Buy
34,950
+16,200
+86% +$414K 0.17% 120
2025
Q3 		$481K Buy
+18,750
New +$480K 0.09% 182

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Curbstone Financial Management Corp's IBMQ Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.43% in Q2 2026, selling an estimated $3.83K and leaving 34,800 shares worth $890K. The position accounts for 0.15% of the portfolio, ranked #132.

Curbstone Financial Management Corp first reported a position in IBMQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $894K in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Curbstone Financial Management Corp held 34,800 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $890K as of Q2 2026.
  • Curbstone Financial Management Corp sold 150 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $3.83K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.15% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #132 holding.
  • Curbstone Financial Management Corp first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Curbstone Financial Management Corp's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $894K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.