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Coppell Advisory Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Coppell Advisory Solutions’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,087
Closed -$510K – 164
2025
Q4 		$510K Buy
22,087
+28
+0.1% +$648 0.05% 248
2025
Q3 		$510K Buy
22,059
+1,213
+6% +$27.8K 0.05% 248
2025
Q2 		$477K Buy
+20,846
New +$475K 0.06% 250
2025
Q1 		– Sell
-21,156
Closed -$475K – 945
2024
Q4 		$475K Sell
21,156
-6,268
-23% -$143K 0.07% 176
2024
Q3 		$645K Sell
27,424
-655
-2% -$15.2K 0.09% 151
2024
Q2 		$634K Buy
+28,079
New +$630K 0.1% 141
2023
Q4 		$795K Sell
34,524
-24,195
-41% -$539K 0.16% 126
2023
Q3 		$1.33M Buy
58,719
+25,531
+77% +$575K 0.46% 55
2023
Q2 		$759K Buy
33,188
+23,748
+252% +$551K 0.21% 101
2023
Q1 		$219K Sell
9,440
-49,279
-84% -$1.14M 0.07% 183
2022
Q4 		$1.33M Buy
+58,719
New +$1.33M 0.45% 57

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

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

Coppell Advisory Solutions sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 22,087 shares — an estimated $510K sold.

Coppell Advisory Solutions first reported a position in GOVT in Q4 2022 and held it in 11 quarters. The position peaked at $1.33M in Q3 2023. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 22,087 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $510K.
  • Coppell Advisory Solutions first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's iShares US Treasury Bond ETF position peaked at $1.33M in Q3 2023.
  • 927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

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