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Coppell Advisory Solutions Corp’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$263K Buy
+2,775
New +$262K 0.05% 210
2023
Q1 		$536K Buy
5,102
+4,633
+988% +$485K 0.18% 123
2022
Q4 		$46.7K Buy
+469
New +$47.3K 0.02% 326

Other funds holding TLT

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2024: 2,775 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in TLT as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in TLT in Q4 2022 and has held it in 3 quarters since. The position peaked at $536K in Q1 2023. 1,116 funds tracked by Wall St. Rank hold TLT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,775 shares of iShares 20+ Year Treasury Bond ETF worth $263K as of Q1 2024.
  • iShares 20+ Year Treasury Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #210 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's iShares 20+ Year Treasury Bond ETF position peaked at $536K in Q1 2023.
  • 1,116 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2024.

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