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Coppell Advisory Solutions Corp’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$577K Buy
+13,570
New +$574K 0.11% 144
2023
Q1 		$308K Buy
+7,447
New +$308K 0.1% 154

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BI
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JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
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GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024: 13,570 shares worth $577K. The stake represents 0.11% of the portfolio and ranks #144 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SHYG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SHYG in Q1 2023 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 13,570 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $577K as of Q1 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.11% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #144 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

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