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Coppell Advisory Solutions Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$5.74M Buy
+51,900
New +$5.73M 1.08% 17
2023
Q1 		$1.37M Buy
12,432
+11,329
+1,027% +$1.25M 0.45% 56
2022
Q4 		$121K Buy
+1,103
New +$121K 0.04% 203

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024: 51,900 shares worth $5.74M. The stake represents 1.08% of the portfolio and ranks #17 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SHV as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SHV in Q4 2022 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Coppell Advisory Solutions Corp held 51,900 shares of iShares 0-1 Year Treasury Bond ETF worth $5.74M as of Q1 2024.
  • iShares 0-1 Year Treasury Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares 0-1 Year Treasury Bond ETF made up 1.08% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #17 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

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