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Coppell Advisory Solutions Corp’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-970
Closed -$48.3K – 635
2022
Q4 		$48.3K Buy
+970
New +$48K 0.02% 307

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JSTA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 970 shares — an estimated $48.3K sold.

Coppell Advisory Solutions Corp first reported a position in IGSB in Q4 2022 and held it in 1 quarter. The position peaked at $48.3K in Q4 2022. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 970 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $48.3K.
  • Coppell Advisory Solutions Corp first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $48.3K in Q4 2022.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 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.