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Curbstone Financial Management Corp’s iShares MBS ETF MBB Stock Holding History

Curbstone Financial Management Corp’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,590
Closed -$569K – 193
2022
Q1 		$569K Hold
5,590
– – 0.11% 167
2021
Q4 		$601K Buy
+5,590
New +$602K 0.11% 164

Other funds holding MBB

Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Curbstone Financial Management Corp sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 5,590 shares — an estimated $569K sold.

Curbstone Financial Management Corp first reported a position in MBB in Q4 2021 and held it in 2 quarters. The position peaked at $601K in Q4 2021. 695 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

  • Curbstone Financial Management Corp reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 5,590 iShares MBS ETF shares in Q2 2022, an estimated $569K.
  • Curbstone Financial Management Corp first reported a position in iShares MBS ETF in Q4 2021 and held it in 2 quarters.
  • Curbstone Financial Management Corp's iShares MBS ETF position peaked at $601K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

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