CAS
IBHD

Coppell Advisory Solutions’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Coppell Advisory Solutions’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-565
Closed -$13.2K – 2102
2024
Q3 		$13.2K Hold
565
– – ﹤0.01% 1000
2024
Q2 		$13.1K Buy
+565
New +$13.1K ﹤0.01% 932

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 565 shares — an estimated $13.2K sold.

Coppell Advisory Solutions first reported a position in IBHD in Q2 2024 and held it in 2 quarters. The position peaked at $13.2K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 565 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $13.2K.
  • Coppell Advisory Solutions first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $13.2K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

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