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iShares IBoxx $ Invest Grade Corp Bd shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 99k 111.47

More positions owned by Capstone Wealth Management Group

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Capstone Wealth Management Group

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
Nuveen
Morgan Stanley
Citadel Advisors
BlackRock
Goldman Sachs Group
Japan Science & Technology Agency
Financial Engines Advisors L.L.C
Wealthfront Advisers
Barclays
Jane Street
King Street Capital Management
TD Asset Management
Brevan Howard Capital Management
Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd