Curbstone Financial Management Corp Q2 2023 vs. Q3 2023 13F Holdings Comparison

Curbstone Financial Management Corp, a renowned financial management company, recently released its Q2 2023 and Q3 2023 13F holdings report. This report provides valuable insights into the changes in the company's investment portfolio during this period. In this article, we will explore the key highlights of the report and analyze the significant holdings' changes.

Vanguard ST Corp Bond ETF (VCSH):

- In Q2 2023, Curbstone Financial Management Corp held 256,354 shares of Vanguard ST Corp Bond ETF (VCSH), with a value of $19,395,000.

- In Q3 2023, the company's holdings in VCSH decreased to 248,154 shares, with a value of $18,648,000.

- This represents a decrease of 3.9% in the number of shares held by the company.

SPDR Invest Grade Floating Rate (FLRN):

- The company maintained its holdings in SPDR Invest Grade Floating Rate (FLRN) during this period.

- Curbstone Financial Management Corp held 482,964 shares of FLRN in both Q2 and Q3 2023, with a value of $14,822,000.

SPDR S&P Midcap 400 (MDY):

- The company's holdings in SPDR S&P Midcap 400 (MDY) experienced a slight decline.

- In Q2 2023, Curbstone Financial Management Corp held 31,222 shares of MDY, with a value of $14,952,000.

- In Q3 2023, the number of shares held decreased to 30,722, with a value of $14,028,000, representing a decrease of 6.2%.

Schwab International Equity ETF (SCHF):

- Despite market fluctuations, the company increased its holdings in Schwab International Equity ETF (SCHF).

- In Q2 2023, Curbstone Financial Management Corp held 379,279 shares of SCHF, with a value of $13,521,000.

- By Q3 2023, the company's holdings in SCHF increased to 383,629 shares, with a value of $13,028,000, representing a 3.6% increase.

These are just a few examples of the changes in holdings found in the Curbstone Financial Management Corp's 13F holdings report. The report provides a comprehensive overview of the company's investments in various companies and sectors.

The 13F holdings report is an essential disclosure requirement for institutional investment managers with over $100 million in assets under management. It provides transparency and information to the general public and other investors about the company's investment strategies and holdings.

Investors and analysts often analyze these reports to gain insights into the investment decisions made by prominent financial management companies like Curbstone Financial Management Corp. These reports can indicate the company's confidence in specific stocks and sectors, providing a basis for further research and investment opportunities.

It is important to note that the 13F holdings report reflects the holdings at the end of the specified period. It may not represent the current holdings of the company, as investment portfolios are subject to regular changes based on market conditions and investment strategies.

In conclusion, the recently released 13F holdings report of Curbstone Financial Management Corp provides valuable insights into the changes in their investment portfolio during Q2 and Q3 2023. Investors and analysts are encouraged to review these reports to gain a better understanding of the company's investment strategies and potential opportunities in the market.