Coppell Advisory Solutions Corp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$649K	Sell	13,798 -8,733	-39%	-$409K	0.21%	113
2022 Q4	$1.05M	Buy	+22,531	New	+$1.04M	0.35%	74

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Coppell Advisory Solutions Corp reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 39% in Q1 2023, selling an estimated $409K and leaving 13,798 shares worth $649K. The position accounts for 0.21% of the portfolio, ranked #113.

Coppell Advisory Solutions Corp first reported a position in ISTB in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2022. 385 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

Coppell Advisory Solutions Corp held 13,798 shares of iShares Core 1-5 Year USD Bond ETF worth $649K as of Q1 2023.
Coppell Advisory Solutions Corp sold 8,733 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $409K.
iShares Core 1-5 Year USD Bond ETF made up 0.21% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #113 holding.
Coppell Advisory Solutions Corp first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 2 quarters since.
Coppell Advisory Solutions Corp's iShares Core 1-5 Year USD Bond ETF position peaked at $1.05M in Q4 2022.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

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