Coppell Advisory Solutions Corp’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.33M	Buy	+17,143	New	+$1.32M	0.25%	93
2023 Q1	$301K	Sell	4,022 -37,443	-90%	-$2.8M	0.1%	157
2022 Q4	$3.05M	Buy	+41,465	New	+$3.06M	1.03%	15

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024: 17,143 shares worth $1.33M. The stake represents 0.25% of the portfolio and ranks #93 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in HYG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in HYG in Q4 2022 and has held it in 3 quarters since. The position peaked at $3.05M in Q4 2022. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

Coppell Advisory Solutions Corp held 17,143 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.33M as of Q1 2024.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.25% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #93 holding.
Coppell Advisory Solutions Corp first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.05M in Q4 2022.
910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

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