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Coppell Advisory Solutions Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.82M Buy
+18,583
New +$1.82M 0.34% 69
2023
Q1 		$972K Sell
9,799
-2,848
-23% -$281K 0.32% 83
2022
Q4 		$1.23M Buy
+12,647
New +$1.22M 0.42% 61

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Coppell Advisory Solutions Corp's AGG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2024: 18,583 shares worth $1.82M. The stake represents 0.34% of the portfolio and ranks #69 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in AGG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in AGG in Q4 2022 and has held it in 3 quarters since. 1,742 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 18,583 shares of iShares Core US Aggregate Bond ETF worth $1.82M as of Q1 2024.
  • iShares Core US Aggregate Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares Core US Aggregate Bond ETF made up 0.34% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #69 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,742 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.