CFMC
IBMT

Curbstone Financial Management Corp’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Curbstone Financial Management Corp’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940K Buy
36,450
+13,450
+58% +$346K 0.16% 125
2026
Q1 		$590K Buy
+23,000
New +$600K 0.11% 154

Other funds holding IBMT

PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Curbstone Financial Management Corp increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 58% in Q2 2026, buying an estimated $346K and bringing the position to 36,450 shares worth $940K. The position accounts for 0.16% of the portfolio, ranked #125.

Curbstone Financial Management Corp first reported a position in IBMT in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Curbstone Financial Management Corp held 36,450 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $940K as of Q2 2026.
  • Curbstone Financial Management Corp bought 13,450 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $346K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.16% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #125 holding.
  • Curbstone Financial Management Corp first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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