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Coppell Advisory Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Coppell Advisory Solutions’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-514
Closed -$12.8K – 1027
2024
Q4 		$12.8K Buy
+514
New +$12.9K ﹤0.01% 1025

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CAI
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Coppell Advisory Solutions's IBDT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2025, closing a stake of 514 shares — an estimated $12.8K sold.

Coppell Advisory Solutions first reported a position in IBDT in Q4 2024 and held it in 1 quarter. The position peaked at $12.8K in Q4 2024. 342 funds tracked by Wall St. Rank hold IBDT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 514 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2025, an estimated $12.8K.
  • Coppell Advisory Solutions first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $12.8K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.