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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Curbstone Financial Management Corp held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 66,170 shares worth $1.68M. The position accounts for 0.29% of the portfolio, ranked #78.

Curbstone Financial Management Corp first reported a position in IBMR in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Curbstone Financial Management Corp held 66,170 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.68M as of Q2 2026.
Curbstone Financial Management Corp left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.29% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #78 holding.
Curbstone Financial Management Corp first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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