Luther King Capital Management (LKCM)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Hold	0	–	–	–	524
2020 Q4	–	Hold	0	–	–	–	529
2020 Q3	–	Hold	0	–	–	–	494
2020 Q2	–	Hold	0	–	–	–	429
2020 Q1	–	Hold	0	–	–	–	454
2019 Q4	–	Hold	0	–	–	–	499
2019 Q3	–	Hold	0	–	–	–	480
2019 Q2	–	Hold	0	–	–	–	476
2019 Q1	–	Hold	0	–	–	–	475
2018 Q4	–	Hold	0	–	–	–	471
2018 Q3	–	Sell	-4,835	Closed	-$255K	–	487
2018 Q2	$256K	Hold	4,835	–	–	﹤0.01%	475
2018 Q1	$255K	Buy	4,835 +1,100	+29%	+$58.3K	﹤0.01%	476
2017 Q4	$200K	Hold	3,735	–	–	﹤0.01%	506
2017 Q3	$201K	Buy	+3,735	New	+$201K	﹤0.01%	488
2016 Q4	–	Sell	-3,735	Closed	-$205K	–	511
2016 Q3	$205K	Hold	3,735	–	–	﹤0.01%	481
2016 Q2	$206K	Buy	+3,735	New	+$204K	﹤0.01%	492

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Luther King Capital Management (LKCM)'s MUNI Position: Q2 2022 in Review

Luther King Capital Management (LKCM) held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2022 at 0 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Luther King Capital Management (LKCM) first reported a position in MUNI in Q2 2016 and has held it in 6 quarters since. The position peaked at $256K in Q2 2018. 169 funds tracked by Wall St. Rank hold MUNI as of Q2 2022.

Luther King Capital Management (LKCM) held 0 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $350K as of Q2 2022.
Luther King Capital Management (LKCM) left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2022.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2022, its #524 holding.
Luther King Capital Management (LKCM) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2016 and has held it in 6 quarters since.
Luther King Capital Management (LKCM)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $256K in Q2 2018.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2022, filed 11 Aug 2022.