Luther King Capital Management (LKCM)
TIP icon

Luther King Capital Management (LKCM)’s iShares TIPS Bond ETF TIP Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Hold
0
– – – 245
2023
Q2 		– Hold
0
– – – 156
2020
Q4 		– Hold
0
– – – 531
2016
Q3 		– Sell
-3,361
Closed -$392K – 521
2016
Q2 		$392K Buy
+3,361
New +$386K ﹤0.01% 423

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Luther King Capital Management (LKCM)'s TIP Position: Q3 2023 in Review

Luther King Capital Management (LKCM) held its iShares TIPS Bond ETF (TIP) position steady in Q3 2023 at 0 shares worth $3.47M. The position accounts for 0.02% of the portfolio, ranked #245.

Luther King Capital Management (LKCM) first reported a position in TIP in Q2 2016 and has held it in 1 quarter since. The position peaked at $392K in Q2 2016. 1,100 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

  • Luther King Capital Management (LKCM) held 0 shares of iShares TIPS Bond ETF worth $3.47M as of Q3 2023.
  • Luther King Capital Management (LKCM) left its iShares TIPS Bond ETF share count unchanged in Q3 2023.
  • iShares TIPS Bond ETF made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q3 2023, its #245 holding.
  • Luther King Capital Management (LKCM) first reported a position in iShares TIPS Bond ETF in Q2 2016 and has held it in 1 quarter since.
  • Luther King Capital Management (LKCM)'s iShares TIPS Bond ETF position peaked at $392K in Q2 2016.
  • 1,100 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2023, filed 13 Nov 2023.