Capstone Triton Financial Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Capstone Triton Financial Group’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,888	Closed	-$213K	–	107
2021 Q4	$213K	Hold	1,888	–	–	0.43%	76
2021 Q3	$213K	Sell	1,888 -89	-5%	-$10.2K	0.13%	116
2021 Q2	$226K	Buy	+1,977	New	+$223K	0.14%	110
2021 Q1	–	Sell	-1,533	Closed	-$179K	–	157
2020 Q4	$179K	Buy	+1,533	New	+$177K	0.11%	122

Other funds holding CORP

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Capstone Triton Financial Group's CORP Position: Q1 2022 in Review

Capstone Triton Financial Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2022, closing a stake of 1,888 shares — an estimated $213K sold.

Capstone Triton Financial Group first reported a position in CORP in Q4 2020 and held it in 4 quarters. The position peaked at $226K in Q2 2021. 134 funds tracked by Wall St. Rank hold CORP as of Q1 2022.

Capstone Triton Financial Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 1,888 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2022, an estimated $213K.
Capstone Triton Financial Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 4 quarters.
Capstone Triton Financial Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $226K in Q2 2021.
134 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2022.

Based on Capstone Triton Financial Group's 13F filing for Q1 2022, filed 12 May 2022.