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Coppell Advisory Solutions Corp’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,922
Closed -$145K – 631
2022
Q4 		$145K Buy
+2,922
New +$143K 0.05% 188

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Northern Trust
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UCFA
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Goldman Sachs
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Bank of America
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AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Coppell Advisory Solutions Corp's IGIB Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 2,922 shares — an estimated $145K sold.

Coppell Advisory Solutions Corp first reported a position in IGIB in Q4 2022 and held it in 1 quarter. The position peaked at $145K in Q4 2022. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 2,922 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $145K.
  • Coppell Advisory Solutions Corp first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $145K in Q4 2022.
  • 502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.