Tritonpoint Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Tritonpoint Wealth, LLC

$1.08 Trillion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$106.98 - $110.63 $945,168 - $977,416	8,835 Added 359.29%	11,294 $272 Million
Q4 2023 Jan 24, 2024	BUY	$98.28 - $111.36 $241,670 - $273,834	2,459 New	2,459 $272 Million

Others Institutions Holding LQD

# of Institutions

1,210

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.4M

Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.08 Billion
41.68% of portfolio
Bank Of America Corp Charlotte, NC

18.5M
Shares

$2.01 Billion
0.17% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
23.08% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.5 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.7M
Shares

$1.16 Billion
2.49% of portfolio

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