CAS
IBDP

Coppell Advisory Solutions’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Coppell Advisory Solutions’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,069
Closed -$26.9K – 2103
2024
Q3 		$26.9K Hold
1,069
– – ﹤0.01% 745
2024
Q2 		$26.9K Buy
+1,069
New +$26.8K ﹤0.01% 672

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Coppell Advisory Solutions's IBDP Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,069 shares — an estimated $26.9K sold.

Coppell Advisory Solutions first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $26.9K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,069 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $26.9K.
  • Coppell Advisory Solutions first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $26.9K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.