Luther King Capital Management (LKCM)
IBMI

Luther King Capital Management (LKCM)’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Hold
0
– – – 482
2020
Q1 		– Hold
0
– – – 459
2019
Q4 		– Hold
0
– – – 494
2019
Q3 		– Hold
0
– – – 475
2019
Q2 		– Hold
0
– – – 466
2019
Q1 		– Hold
0
– – – 465
2018
Q4 		– Hold
0
– – – 451
2018
Q3 		– Sell
-13,219
Closed -$335K – 476
2018
Q2 		$335K Sell
13,219
-635
-5% -$16.1K ﹤0.01% 453
2018
Q1 		$351K Sell
13,854
-1,785
-11% -$45.3K ﹤0.01% 447
2017
Q4 		$397K Buy
15,639
+3,150
+25% +$80.4K ﹤0.01% 433
2017
Q3 		$321K Buy
12,489
+2,614
+26% +$67.3K ﹤0.01% 439
2017
Q2 		$253K Buy
9,875
+150
+2% +$3.85K ﹤0.01% 452
2017
Q1 		$249K Buy
+9,725
New +$248K ﹤0.01% 471

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IBMI Position: Q2 2020 in Review

Luther King Capital Management (LKCM) held its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) position steady in Q2 2020 at 0 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Luther King Capital Management (LKCM) first reported a position in IBMI in Q1 2017 and has held it in 6 quarters since. The position peaked at $397K in Q4 2017. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

  • Luther King Capital Management (LKCM) held 0 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $223K as of Q2 2020.
  • Luther King Capital Management (LKCM) left its iShares iBonds Sep 2020 Term Muni Bond ETF share count unchanged in Q2 2020.
  • iShares iBonds Sep 2020 Term Muni Bond ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2020, its #482 holding.
  • Luther King Capital Management (LKCM) first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2017 and has held it in 6 quarters since.
  • Luther King Capital Management (LKCM)'s iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $397K in Q4 2017.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2020, filed 12 Aug 2020.