Curbstone Financial Management Corp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,600	Closed	-$465K	–	191
2022 Q1	$465K	Hold	9,600	–	–	0.09%	183
2021 Q4	$484K	Hold	9,600	–	–	0.09%	180
2021 Q3	$490K	Hold	9,600	–	–	0.09%	177
2021 Q2	$492K	Buy	+9,600	New	+$493K	0.09%	175

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Curbstone Financial Management Corp's ISTB Position: Q2 2022 in Review

Curbstone Financial Management Corp sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 9,600 shares — an estimated $465K sold.

Curbstone Financial Management Corp first reported a position in ISTB in Q2 2021 and held it in 4 quarters. The position peaked at $492K in Q2 2021. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Curbstone Financial Management Corp reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Curbstone Financial Management Corp sold 9,600 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $465K.
Curbstone Financial Management Corp first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 4 quarters.
Curbstone Financial Management Corp's iShares Core 1-5 Year USD Bond ETF position peaked at $492K in Q2 2021.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2022, filed 4 Aug 2022.