Curbstone Financial Management Corp’s VanEck Intermediate Muni ETF ITM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$576K	Hold	12,250	–	–	0.1%	167
2026 Q1	$569K	Hold	12,250	–	–	0.11%	158
2025 Q4	$578K	Buy	+12,250	New	+$576K	0.11%	152

Other funds holding ITM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return