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Coppell Advisory Solutions Corp’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-791
Closed -$18.8K – 959
2022
Q4 		$18.8K Buy
+791
New +$18.7K 0.01% 511

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PO
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Coppell Advisory Solutions Corp's SUSB Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2023, closing a stake of 791 shares — an estimated $18.8K sold.

Coppell Advisory Solutions Corp first reported a position in SUSB in Q4 2022 and held it in 1 quarter. The position peaked at $18.8K in Q4 2022. 265 funds tracked by Wall St. Rank hold SUSB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 791 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2023, an estimated $18.8K.
  • Coppell Advisory Solutions Corp first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $18.8K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2023.

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