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Coppell Advisory Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Coppell Advisory Solutions’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-251
Closed -$13K – 1056
2024
Q4 		$13K Buy
251
+187
+292% +$9.79K ﹤0.01% 1020
2024
Q3 		$3.44K Sell
64
-250
-80% -$13.2K ﹤0.01% 1338
2024
Q2 		$16.1K Buy
+314
New +$16K ﹤0.01% 865
2023
Q4 		$3.33K Sell
64
-2,858
-98% -$141K ﹤0.01% 1197
2023
Q3 		$145K Sell
2,922
-805
-22% -$40.1K 0.05% 183
2023
Q2 		$188K Buy
+3,727
New +$189K 0.05% 195
2023
Q1 		– Sell
-2,922
Closed -$145K – 631
2022
Q4 		$145K Buy
+2,922
New +$143K 0.05% 188
2020
Q4 		$1.4M Buy
+22,676
New +$1.39M 0.71% 35

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 251 shares — an estimated $13K sold.

Coppell Advisory Solutions first reported a position in IGIB in Q4 2020 and held it in 8 quarters. The position peaked at $1.4M in Q4 2020. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 251 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $13K.
  • Coppell Advisory Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Coppell Advisory Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.4M in Q4 2020.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

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