Capstone Triton Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-98
Closed -$14K 232
2020
Q4
$14K Buy
+98
New +$13.3K 0.01% 312

Other funds holding LQD

Capstone Triton Financial Group's LQD Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 98 shares — an estimated $14K sold.

Capstone Triton Financial Group first reported a position in LQD in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 98 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $14K.
  • Capstone Triton Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14K in Q4 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.