Luther King Capital Management (LKCM)
IEF icon

Luther King Capital Management (LKCM)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 317
2026
Q1 		– Hold
0
– – – 305
2025
Q4 		– Hold
0
– – – 323
2025
Q3 		– Hold
0
– – – 320
2025
Q2 		– Hold
0
– – – 307
2025
Q1 		– Hold
0
– – – 294
2024
Q4 		– Hold
0
– – – 298
2024
Q3 		– Hold
0
– – – 555
2024
Q2 		– Hold
0
– – – 559
2024
Q1 		– Hold
0
– – – 560
2023
Q4 		– Hold
0
– – – 291
2023
Q3 		– Hold
0
– – – 290
2023
Q2 		– Hold
0
– – – 294
2023
Q1 		– Hold
0
– – – 277
2022
Q4 		– Hold
0
– – – 271

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return