Coppell Advisory Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,301	Closed	-$268K	–	402
2025 Q3	$268K	Buy	+3,301	New	+$266K	0.03%	344
2025 Q1	–	Sell	-1,748	Closed	-$137K	–	1019
2024 Q4	$137K	Sell	1,748 -8,788	-83%	-$698K	0.02%	354
2024 Q3	$847K	Buy	10,536 +1,238	+13%	+$97.4K	0.12%	132
2024 Q2	$717K	Buy	+9,298	New	+$715K	0.12%	127
2023 Q4	$1.37M	Sell	17,672 -23,793	-57%	-$1.77M	0.27%	85
2023 Q3	$3.05M	Buy	41,465 +16,516	+66%	+$1.23M	1.05%	16
2023 Q2	$1.86M	Buy	24,949 +20,927	+520%	+$1.56M	0.53%	40
2023 Q1	$301K	Sell	4,022 -37,443	-90%	-$2.8M	0.1%	157
2022 Q4	$3.05M	Buy	+41,465	New	+$3.06M	1.03%	15
2020 Q4	$966K	Buy	+11,065	New	+$947K	0.49%	56

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Coppell Advisory Solutions's HYG Position: Q4 2025 in Review

Coppell Advisory Solutions sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 3,301 shares — an estimated $268K sold.

Coppell Advisory Solutions first reported a position in HYG in Q4 2020 and held it in 10 quarters. The position peaked at $3.05M in Q3 2023. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Coppell Advisory Solutions reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 3,301 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $268K.
Coppell Advisory Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Coppell Advisory Solutions's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.05M in Q3 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Coppell Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.