Luther King Capital Management (LKCM)
IBMH

Luther King Capital Management (LKCM)’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Hold
0
– – – 475
2019
Q1 		– Hold
0
– – – 467
2018
Q4 		– Hold
0
– – – 461
2018
Q3 		– Sell
-11,619
Closed -$295K – 471
2018
Q2 		$295K Sell
11,619
-630
-5% -$16K ﹤0.01% 460
2018
Q1 		$310K Sell
12,249
-1,750
-13% -$44.4K ﹤0.01% 462
2017
Q4 		$354K Buy
13,999
+400
+3% +$10.2K ﹤0.01% 446
2017
Q3 		$348K Buy
13,599
+2,929
+27% +$74.9K ﹤0.01% 436
2017
Q2 		$272K Buy
10,670
+150
+1% +$3.83K ﹤0.01% 441
2017
Q1 		$269K Buy
10,520
+600
+6% +$15.3K ﹤0.01% 456
2016
Q4 		$251K Buy
9,920
+1,880
+23% +$47.8K ﹤0.01% 470
2016
Q3 		$206K Buy
+8,040
New +$207K ﹤0.01% 480

Other funds holding IBMH

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IBMH Position: Q2 2019 in Review

Luther King Capital Management (LKCM) held its iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) position steady in Q2 2019 at 0 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Luther King Capital Management (LKCM) first reported a position in IBMH in Q3 2016 and has held it in 8 quarters since. The position peaked at $354K in Q4 2017. 101 funds tracked by Wall St. Rank hold IBMH as of Q2 2019.

  • Luther King Capital Management (LKCM) held 0 shares of iShares iBonds Sep 2019 Term Muni Bond ETF worth $269K as of Q2 2019.
  • Luther King Capital Management (LKCM) left its iShares iBonds Sep 2019 Term Muni Bond ETF share count unchanged in Q2 2019.
  • iShares iBonds Sep 2019 Term Muni Bond ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2019, its #475 holding.
  • Luther King Capital Management (LKCM) first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2016 and has held it in 8 quarters since.
  • Luther King Capital Management (LKCM)'s iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $354K in Q4 2017.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2019.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2019, filed 12 Aug 2019.