Coppell Advisory Solutions’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Coppell Advisory Solutions’s Portfolio HYDB Stock Details HYDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$17K	Buy	+367	New	+$16.4K	﹤0.01%	791

Other funds holding HYDB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CCWM

Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Coppell Advisory Solutions's HYDB Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q4 2023: 367 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

123 funds tracked by Wall St. Rank hold HYDB as of Q4 2023.

Coppell Advisory Solutions held 367 shares of iShares High Yield Systematic Bond ETF worth $17K as of Q4 2023.
iShares High Yield Systematic Bond ETF was a new Coppell Advisory Solutions position in Q4 2023.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #791 holding.
123 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.