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Coppell Advisory Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Coppell Advisory Solutions’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,419
Closed -$1.04M – 43
2025
Q4 		$1.04M Sell
10,419
-2,137
-17% -$214K 0.1% 162
2025
Q3 		$1.26M Buy
12,556
+2,116
+20% +$210K 0.13% 150
2025
Q2 		$1.03M Buy
10,440
+1,841
+21% +$180K 0.12% 165
2025
Q1 		$4.79M Sell
8,599
-11,180
-57% -$1.09M 0.66% 33
2024
Q4 		$1.92M Buy
19,779
+3,984
+25% +$392K 0.27% 79
2024
Q3 		$1.6M Sell
15,795
-2,471
-14% -$247K 0.24% 93
2024
Q2 		$1.77M Buy
+18,266
New +$1.76M 0.29% 75
2023
Q4 		$1.79M Buy
18,028
+1,309
+8% +$125K 0.36% 69
2023
Q3 		$1.62M Sell
16,719
-4,337
-21% -$418K 0.56% 44
2023
Q2 		$2.06M Buy
21,056
+11,257
+115% +$1.11M 0.58% 38
2023
Q1 		$972K Sell
9,799
-2,848
-23% -$281K 0.32% 83
2022
Q4 		$1.23M Buy
+12,647
New +$1.22M 0.42% 61
2020
Q4 		$3.48M Buy
+29,485
New +$3.47M 1.76% 11

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Coppell Advisory Solutions's AGG Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 10,419 shares — an estimated $1.04M sold.

Coppell Advisory Solutions first reported a position in AGG in Q4 2020 and held it in 13 quarters. The position peaked at $4.79M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10,419 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.04M.
  • Coppell Advisory Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's iShares Core US Aggregate Bond ETF position peaked at $4.79M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.