IBMS β€” iShares Muni Bd 2030 (IBMS)

Ownership history in Curbstone Financial Management Corp  Β·  2 quarters on record

AI Ownership Summary

Curbstone Financial Management Corp reported iShares Muni Bd 2030 (IBMS) (IBMS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows IBMS at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curbstone Financial Management Corp's position in iShares Muni Bd 2030 (IBMS), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBMS was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Curbstone Financial Management Corp held IBMS β€” position size vs. price
% of Fund (quarterly)    IBMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,200 +5,750 +37.2% 0.10% $548K 2026-04-15 $25.94
2025 Q4 INITIATED 15,450 β€” β€” 0.08% $403K 2026-01-23 $26.06

FAQ About Curbstone Financial Management Corp and IBMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curbstone Financial Management Corp reported owning IBMS?

Curbstone Financial Management Corp reported IBMS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported IBMS position in Curbstone Financial Management Corp's portfolio?

The largest reported portfolio weight for IBMS was 0.10% in 2026 Q1.

What is the latest reported IBMS position on this page?

The most recent filing on this page is 2026 Q1, when Curbstone Financial Management Corp reported 21,200 shares, equal to 0.10% of portfolio, with an estimated market value of $548K.

What does the chart on this IBMS ownership page compare?

The chart compares Curbstone Financial Management Corp's quarterly IBMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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