Luther King Capital Management (LKCM)’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | -$917K | – | 603 |
|
|
2022
Q3 | – | Hold |
0
| – | -$1.05M | – | 383 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1.08M | – | 384 |
|
|
2022
Q1 | – | Hold |
0
| – | -$1.11M | – | 385 |
|
|
2021
Q4 | – | Hold |
0
| – | -$1.16M | – | 396 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1.16M | – | 389 |
|
|
2021
Q2 | – | Hold |
0
| – | -$582K | – | 401 |
|
|
2021
Q1 | – | Hold |
0
| – | -$605K | – | 450 |
|
|
2020
Q4 | – | Hold |
0
| – | -$357K | – | 423 |
|
|
2020
Q3 | – | Hold |
0
| – | -$405K | – | 450 |
|
|
2020
Q2 | – | Hold |
0
| – | -$460K | – | 416 |
|
|
2020
Q1 | – | Hold |
0
| – | -$463K | – | 392 |
|
|
2019
Q4 | – | Hold |
0
| – | -$463K | – | 438 |
|
|
2019
Q3 | – | Hold |
0
| – | -$462K | – | 418 |
|
|
2019
Q2 | – | Hold |
0
| – | -$333K | – | 409 |
|
|
2019
Q1 | – | Hold |
0
| – | -$389K | – | 450 |
|
|
2018
Q4 | – | Hold |
0
| – | -$232K | – | 424 |
|
|
2018
Q3 | – | Sell |
-8,916
| Closed | -$228K | – | 496 |
|
|
2018
Q2 | $228K | Sell |
8,916
-1,045
| -10% | -$26.7K | ﹤0.01% | 488 |
|
|
2018
Q1 | $254K | Sell |
9,961
-1,500
| -13% | -$38.2K | ﹤0.01% | 478 |
|
|
2017
Q4 | $294K | Buy |
+11,461
| New | +$294K | ﹤0.01% | 464 |
|