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Curbstone Financial Management Corp Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 20 January, 2024

Curbstone Financial Management Corp, a leading financial management company, recently released its 13F holdings comparison report for the third quarter of 2023 and the fourth quarter of 2023. This report provides valuable insights into the changes in holdings of various funds during this period. Let's dive into the details of this comprehensive analysis.

Vanguard ST Corp Bond ETF (VCSH):

In the third quarter of 2023, Curbstone Financial Management Corp held 248,154 shares of Vanguard ST Corp Bond ETF (VCSH), which had a value of $18,648,000. However, there was a slight decrease in holdings in the fourth quarter, with the number of shares declining to 240,984 and the value amounting to $18,644,000.

SPDR Inv't Grade Floating Rate (FLRN):

Curbstone Financial Management Corp made significant changes in its holdings of SPDR Inv't Grade Floating Rate (FLRN) during the given period. In Q3 2023, the company held 482,662 shares worth $14,827,000. However, there was a substantial increase in holdings in Q4 2023, with the number of shares rising to 588,112 and the value reaching $17,990,000, indicating a growth of 21.3%.

SPDR S&P Midcap 400 (MDY):

The holdings of SPDR S&P Midcap 400 (MDY) remained relatively stable for Curbstone Financial Management Corp. In Q3 2023, the company held 30,722 shares valued at $14,028,000. Comparatively, in Q4 2023, the number of shares slightly decreased to 30,562, with the value amounting to $15,506,000. This represents a modest increase of 10.5%.

Schwab International Equity ET (SCHF):

Curbstone Financial Management Corp's holdings in Schwab International Equity ET (SCHF) also witnessed a slight increase during the period. In Q3 2023, the company held 383,629 shares valued at $13,028,000. By Q4 2023, the number of shares grew to 391,579, with the value reaching $14,472,000, representing a growth of 11.1%.

Apple Computer (AAPL):

The tech giant Apple Computer (AAPL) was also a part of Curbstone Financial Management Corp's portfolio. In Q3 2023, the company held 73,950 shares valued at $12,660,000. The holdings remained relatively stable in Q4 2023, with 73,280 shares worth $14,108,000, indicating a minor increase of 11.4%.

These are just a few examples of how Curbstone Financial Management Corp's holdings changed over the course of Q3 2023 and Q4 2023. The company made strategic adjustments to its portfolio, capitalizing on the potential growth of various stocks while optimizing its investments.

As a leading financial management firm, Curbstone Financial Management Corp focuses on delivering excellent results for its clients. The insights gained from comparing the 13F holdings highlight the company's commitment to diligent market analysis and portfolio management. By staying ahead of the curve and adapting to market trends, Curbstone Financial Management Corp ensures that its clients' investments are positioned for long-term success.

Disclaimer: The information provided in this article is for informational purposes only and does not constitute financial advice. The mentioned 13F holdings are subject to market fluctuations and may change over time. It is recommended to consult with a qualified financial advisor before making any investment decisions.

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