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Coppell Advisory Solutions Corp’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-155
Closed -$7.42K – 928
2022
Q4 		$7.42K Buy
+155
New +$7.38K ﹤0.01% 660

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Bank of America
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UBS Group
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FMII
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Macquarie Group
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LPL Financial
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Royal Bank of Canada
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Coppell Advisory Solutions Corp's SLQD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 155 shares — an estimated $7.42K sold.

Coppell Advisory Solutions Corp first reported a position in SLQD in Q4 2022 and held it in 1 quarter. The position peaked at $7.42K in Q4 2022. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 155 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $7.42K.
  • Coppell Advisory Solutions Corp first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7.42K in Q4 2022.
  • 232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

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