Luther King Capital Management (LKCM)
IBMJ

Luther King Capital Management (LKCM)’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Hold
0
– – – 468
2021
Q2 		– Hold
0
– – – 470
2021
Q1 		– Hold
0
– – – 527
2020
Q4 		– Hold
0
– – – 509
2020
Q3 		– Hold
0
– – – 477
2020
Q2 		– Hold
0
– – – 452
2020
Q1 		– Hold
0
– – – 440
2019
Q4 		– Hold
0
– – – 486
2019
Q3 		– Hold
0
– – – 461
2019
Q2 		– Hold
0
– – – 455
2019
Q1 		– Hold
0
– – – 457
2018
Q4 		– Hold
0
– – – 446
2018
Q2 		– Sell
-8,843
Closed -$225K – 539
2018
Q1 		$225K Sell
8,843
-1,600
-15% -$40.7K ﹤0.01% 490
2017
Q4 		$265K Buy
10,443
+1,575
+18% +$40.4K ﹤0.01% 475
2017
Q3 		$230K Buy
+8,868
New +$230K ﹤0.01% 477

Other funds holding IBMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IBMJ Position: Q3 2021 in Review

Luther King Capital Management (LKCM) held its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) position steady in Q3 2021 at 0 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Luther King Capital Management (LKCM) first reported a position in IBMJ in Q3 2017 and has held it in 3 quarters since. The position peaked at $265K in Q4 2017. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

  • Luther King Capital Management (LKCM) held 0 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $564K as of Q3 2021.
  • Luther King Capital Management (LKCM) left its iShares iBonds Dec 2021 Term Muni Bond ETF share count unchanged in Q3 2021.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q3 2021, its #468 holding.
  • Luther King Capital Management (LKCM) first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2017 and has held it in 3 quarters since.
  • Luther King Capital Management (LKCM)'s iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $265K in Q4 2017.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2021, filed 10 Nov 2021.