Curbstone Financial Management Corp’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Hold	66,170	–	–	0.29%	78
2026 Q1	$1.68M	Buy	66,170 +5,900	+10%	+$151K	0.32%	71
2025 Q4	$1.53M	Buy	60,270 +28,000	+87%	+$712K	0.29%	76
2025 Q3	$824K	Buy	32,270 +4,300	+15%	+$109K	0.16%	132
2025 Q2	$706K	Buy	+27,970	New	+$698K	0.14%	140

Other funds holding IBMR

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return