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Coppell Advisory Solutions Corp’s iShares MBS ETF MBB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$456K Buy
+4,929
New +$456K 0.09% 157
2023
Q1 		$2.78M Sell
29,473
-889
-3% -$83.9K 0.91% 22
2022
Q4 		$2.82M Buy
+30,362
New +$2.8M 0.95% 21

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares MBS ETF (MBB) in Q1 2024: 4,929 shares worth $456K. The stake represents 0.09% of the portfolio and ranks #157 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in MBB as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in MBB in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.82M in Q4 2022. 839 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Coppell Advisory Solutions Corp held 4,929 shares of iShares MBS ETF worth $456K as of Q1 2024.
  • iShares MBS ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares MBS ETF made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #157 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares MBS ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's iShares MBS ETF position peaked at $2.82M in Q4 2022.
  • 839 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

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