Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 490
2026
Q1 		– Hold
0
– – – 469
2025
Q4 		– Hold
0
– – – 471
2025
Q3 		– Hold
0
– – – 462
2018
Q3 		– Sell
-5,810
Closed -$301K – 482
2018
Q2 		$301K Buy
+5,810
New +$301K ﹤0.01% 459

Other funds holding IGSB

Northern Trust
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MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IGSB Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 0 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Luther King Capital Management (LKCM) first reported a position in IGSB in Q2 2018 and has held it in 1 quarter since. The position peaked at $301K in Q2 2018. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Luther King Capital Management (LKCM) held 0 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $498K as of Q2 2026.
  • Luther King Capital Management (LKCM) left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #490 holding.
  • Luther King Capital Management (LKCM) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 1 quarter since.
  • Luther King Capital Management (LKCM)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $301K in Q2 2018.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.