Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Luther King Capital Management (LKCM)’s
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
Stock Holding History
Luther King Capital Management (LKCM)’s Portfolio
IBTI Stock Details
IBTI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Hold
0
–
–
–
421
2026
Q1
–
Hold
0
–
–
–
416
2025
Q4
–
Hold
0
–
–
–
415
Other funds holding IBTI
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$97.6B AUM
29.43%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
SWA
Stratos Wealth Advisors
Beachwood, Ohio
$1.82B AUM
21.76%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$80.9B AUM
26.08%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
AAP
Arax Advisory Partners
Denver, Colorado
$15.1B AUM
27.93%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$369B AUM
28.27%
1-Year Est. Return
IWC
Integrated Wealth Concepts
Waltham, Massachusetts
$20.5B AUM
24.45%
1-Year Est. Return
B
Bailard
Foster City, California
$4.91B AUM
31.75%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close