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Coppell Advisory Solutions Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$611K Buy
+5,608
New +$609K 0.12% 140
2023
Q1 		$1.86M Sell
17,145
-13,966
-45% -$1.51M 0.61% 39
2022
Q4 		$3.28M Buy
+31,111
New +$3.26M 1.11% 12

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024: 5,608 shares worth $611K. The stake represents 0.12% of the portfolio and ranks #140 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in LQD as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in LQD in Q4 2022 and has held it in 3 quarters since. The position peaked at $3.28M in Q4 2022. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • Coppell Advisory Solutions Corp held 5,608 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $611K as of Q1 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #140 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.28M in Q4 2022.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

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