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Coppell Advisory Solutions Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-68
Closed -$3.04K – 653
2022
Q4 		$3.04K Buy
+68
New +$3.04K ﹤0.01% 801

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Jones Financial Companies
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Carson Wealth (CWM LLC)
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 68 shares — an estimated $3.04K sold.

Coppell Advisory Solutions Corp first reported a position in IUSB in Q4 2022 and held it in 1 quarter. The position peaked at $3.04K in Q4 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 68 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $3.04K.
  • Coppell Advisory Solutions Corp first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares Core Universal USD Bond ETF position peaked at $3.04K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

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