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Coppell Advisory Solutions Corp’s iShares TIPS Bond ETF TIP Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$282K Buy
+2,628
New +$281K 0.05% 202
2023
Q1 		$2.98M Buy
27,142
+26,899
+11,070% +$2.91M 0.98% 21
2022
Q4 		$25.9K Buy
+243
New +$25.9K 0.01% 456

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2024: 2,628 shares worth $282K. The stake represents 0.05% of the portfolio and ranks #202 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in TIP as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in TIP in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.98M in Q1 2023. 1,045 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,628 shares of iShares TIPS Bond ETF worth $282K as of Q1 2024.
  • iShares TIPS Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares TIPS Bond ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #202 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's iShares TIPS Bond ETF position peaked at $2.98M in Q1 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

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