CASC
GOVT icon

Coppell Advisory Solutions Corp’s iShares US Treasury Bond ETF GOVT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$561K Buy
+24,659
New +$561K 0.11% 146
2023
Q1 		$219K Sell
9,440
-49,279
-84% -$1.14M 0.07% 183
2022
Q4 		$1.33M Buy
+58,719
New +$1.33M 0.45% 57

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2024: 24,659 shares worth $561K. The stake represents 0.11% of the portfolio and ranks #146 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in GOVT as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in GOVT in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2022. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 24,659 shares of iShares US Treasury Bond ETF worth $561K as of Q1 2024.
  • iShares US Treasury Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares US Treasury Bond ETF made up 0.11% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #146 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's iShares US Treasury Bond ETF position peaked at $1.33M in Q4 2022.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

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