IBMH
Luther King Capital Management (LKCM)’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Hold |
0
| – | -$269K | – | 563 |
|
|
2019
Q2 | – | Hold |
0
| – | -$277K | – | 475 |
|
|
2019
Q1 | – | Hold |
0
| – | -$276K | – | 467 |
|
|
2018
Q4 | – | Hold |
0
| – | -$295K | – | 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% | -$44.3K | ﹤0.01% | 462 |
|
|
2017
Q4 | $354K | Buy |
13,999
+400
| +3% | +$10.1K | ﹤0.01% | 446 |
|
|
2017
Q3 | $348K | Buy |
13,599
+2,929
| +27% | +$75K | ﹤0.01% | 436 |
|
|
2017
Q2 | $272K | Buy |
10,670
+150
| +1% | +$3.82K | ﹤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% | +$47.6K | ﹤0.01% | 470 |
|
|
2016
Q3 | $206K | Buy |
+8,040
| New | +$206K | ﹤0.01% | 480 |
|