CAP Partners LLC’s State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF LQIG Stock Holding History

CAP Partners LLC’s Portfolio LQIG Stock Details LQIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,499	Closed	-$239K	–	150
2025 Q4	$239K	Buy	2,499 +52	+2%	+$5.02K	0.14%	130
2025 Q3	$237K	Buy	2,447 +180	+8%	+$17.2K	0.13%	125
2025 Q2	$217K	Buy	+2,267	New	+$213K	0.14%	132

Other funds holding LQIG

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAP Partners LLC's LQIG Position: Q1 2026 in Review

CAP Partners LLC sold out of State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF (LQIG) in Q1 2026, closing a stake of 2,499 shares — an estimated $239K sold.

CAP Partners LLC first reported a position in LQIG in Q2 2025 and held it in 3 quarters. The position peaked at $239K in Q4 2025. 7 funds tracked by Wall St. Rank hold LQIG as of Q1 2026.

CAP Partners LLC reported no remaining State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
CAP Partners LLC sold 2,499 State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF shares in Q1 2026, an estimated $239K.
CAP Partners LLC first reported a position in State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
CAP Partners LLC's State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF position peaked at $239K in Q4 2025.
7 funds tracked by Wall St. Rank held State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.