Luther King Capital Management (LKCM)
IBMG

Luther King Capital Management (LKCM)’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,006
Closed -$203K – 542
2018
Q2 		$203K Hold
8,006
– – ﹤0.01% 500
2018
Q1 		$203K Sell
8,006
-1,600
-17% -$40.6K ﹤0.01% 508
2017
Q4 		$244K Sell
9,606
-2,236
-19% -$56.8K ﹤0.01% 489
2017
Q3 		$302K Buy
11,842
+934
+9% +$23.8K ﹤0.01% 447
2017
Q2 		$278K Buy
10,908
+600
+6% +$15.3K ﹤0.01% 439
2017
Q1 		$262K Hold
10,308
– – ﹤0.01% 464
2016
Q4 		$262K Hold
10,308
– – ﹤0.01% 463
2016
Q3 		$263K Buy
10,308
+1,740
+20% +$44.6K ﹤0.01% 459
2016
Q2 		$220K Buy
8,568
+485
+6% +$12.4K ﹤0.01% 482
2016
Q1 		$207K Buy
+8,083
New +$207K ﹤0.01% 484

Other funds holding IBMG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IBMG Position: Q3 2018 in Review

Luther King Capital Management (LKCM) sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 8,006 shares — an estimated $203K sold.

Luther King Capital Management (LKCM) first reported a position in IBMG in Q1 2016 and held it in 10 quarters. The position peaked at $302K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Luther King Capital Management (LKCM) reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 8,006 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $203K.
  • Luther King Capital Management (LKCM) first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2016 and held it in 10 quarters.
  • Luther King Capital Management (LKCM)'s iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $302K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2018, filed 13 Nov 2018.