Curbstone Financial Management Corp IBMQ iShares Muni Bd 2028 (IBMQ)

Ownership history in Curbstone Financial Management Corp  ·  4 quarters on record

AI Ownership Summary

Curbstone Financial Management Corp reported iShares Muni Bd 2028 (IBMQ) (IBMQ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.17% in 2025 Q4. The latest visible filing shows IBMQ at 0.15% 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 IBMQ 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 2028 (IBMQ), 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 Q2

IBMQ was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 IBMQ — position size vs. price
% of Fund (quarterly)    IBMQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 34,800 -150 -0.4% 0.15% $890K 2026-07-14 $25.55
2026 Q1 UNCHANGED 34,950 0% 0.17% $892K 2026-04-15 $25.36
2025 Q4 ADDED 34,950 +16,200 +86.4% 0.17% $894K 2026-01-23 $25.37
2025 Q3 INITIATED 18,750 0.09% $481K 2025-10-15 $25.10

FAQ About Curbstone Financial Management Corp and IBMQ

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 IBMQ?

Curbstone Financial Management Corp reported IBMQ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for IBMQ was 0.17% in 2025 Q4.

What is the latest reported IBMQ position on this page?

The most recent filing on this page is 2026 Q2, when Curbstone Financial Management Corp reported 34,800 shares, equal to 0.15% of portfolio, with an estimated market value of $890K.

What does the chart on this IBMQ ownership page compare?

The chart compares Curbstone Financial Management Corp's quarterly IBMQ 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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