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Coppell Advisory Solutions’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Coppell Advisory Solutions’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-628
Closed -$12.8K – 1029
2024
Q4 		$12.8K Buy
+628
New +$13K ﹤0.01% 1026

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2025, closing a stake of 628 shares — an estimated $12.8K sold.

Coppell Advisory Solutions first reported a position in IBDW in Q4 2024 and held it in 1 quarter. The position peaked at $12.8K in Q4 2024. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 628 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $12.8K.
  • Coppell Advisory Solutions first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $12.8K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

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