Luther King Capital Management (LKCM)
IBMK

Luther King Capital Management (LKCM)’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Hold
0
– – – 383
2022
Q2 		– Hold
0
– – – 384
2022
Q1 		– Hold
0
– – – 385
2021
Q4 		– Hold
0
– – – 396
2021
Q3 		– Hold
0
– – – 389
2021
Q2 		– Hold
0
– – – 401
2021
Q1 		– Hold
0
– – – 450
2020
Q4 		– Hold
0
– – – 423
2020
Q3 		– Hold
0
– – – 450
2020
Q2 		– Hold
0
– – – 416
2020
Q1 		– Hold
0
– – – 392
2019
Q4 		– Hold
0
– – – 438
2019
Q3 		– Hold
0
– – – 418
2019
Q2 		– Hold
0
– – – 409
2019
Q1 		– Hold
0
– – – 450
2018
Q4 		– Hold
0
– – – 424
2018
Q3 		– Sell
-8,916
Closed -$228K – 496
2018
Q2 		$228K Sell
8,916
-1,045
-10% -$26.6K ﹤0.01% 488
2018
Q1 		$254K Sell
9,961
-1,500
-13% -$38.4K ﹤0.01% 478
2017
Q4 		$294K Buy
+11,461
New +$297K ﹤0.01% 464

Other funds holding IBMK

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IBMK Position: Q3 2022 in Review

Luther King Capital Management (LKCM) held its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) position steady in Q3 2022 at 0 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #383.

Luther King Capital Management (LKCM) first reported a position in IBMK in Q4 2017 and has held it in 3 quarters since. The position peaked at $294K in Q4 2017. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • Luther King Capital Management (LKCM) held 0 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $917K as of Q3 2022.
  • Luther King Capital Management (LKCM) left its iShares iBonds Dec 2022 Term Muni Bond ETF share count unchanged in Q3 2022.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q3 2022, its #383 holding.
  • Luther King Capital Management (LKCM) first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • Luther King Capital Management (LKCM)'s iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $294K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2022, filed 10 Nov 2022.