Luther King Capital Management (LKCM)
IBMF

Luther King Capital Management (LKCM)’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-74,500
Closed -$2.03M – 524
2017
Q2 		$2.03M Hold
74,500
– – 0.02% 285
2017
Q1 		$2.03M Sell
74,500
-9,360
-11% -$255K 0.02% 292
2016
Q4 		$2.28M Buy
83,860
+70,580
+531% +$1.92M 0.02% 282
2016
Q3 		$363K Buy
13,280
+1,750
+15% +$47.9K ﹤0.01% 418
2016
Q2 		$315K Buy
11,530
+475
+4% +$13K ﹤0.01% 445
2016
Q1 		$303K Buy
11,055
+100
+0.9% +$2.74K ﹤0.01% 448
2015
Q4 		$300K Sell
10,955
-336
-3% -$9.21K ﹤0.01% 465
2015
Q3 		$310K Buy
11,291
+2,240
+25% +$61.5K ﹤0.01% 455
2015
Q2 		$249K Buy
9,051
+375
+4% +$10.3K ﹤0.01% 503
2015
Q1 		$239K Buy
+8,676
New +$239K ﹤0.01% 502

Luther King Capital Management (LKCM)'s IBMF Position: Q3 2017 in Review

Luther King Capital Management (LKCM) sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 74,500 shares — an estimated $2.03M sold.

Luther King Capital Management (LKCM) first reported a position in IBMF in Q1 2015 and held it in 10 quarters. The position peaked at $2.28M in Q4 2016. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • Luther King Capital Management (LKCM) reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 74,500 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $2.03M.
  • Luther King Capital Management (LKCM) first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q1 2015 and held it in 10 quarters.
  • Luther King Capital Management (LKCM)'s iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $2.28M in Q4 2016.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2017, filed 13 Nov 2017.