Coppell Advisory Solutions’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Coppell Advisory Solutions’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-580	Closed	-$30K	–	1058
2024 Q4	$30K	Buy	580 +99	+21%	+$5.15K	﹤0.01%	740
2024 Q3	$25.4K	Buy	481 +300	+166%	+$15.6K	﹤0.01%	772
2024 Q2	$9.27K	Buy	+181	New	+$9.23K	﹤0.01%	1032
2023 Q4	$9.28K	Sell	181 -789	-81%	-$39.6K	﹤0.01%	953
2023 Q3	$48.3K	Buy	970 +789	+436%	+$39.5K	0.02%	305
2023 Q2	$9.07K	Buy	+181	New	+$9.12K	﹤0.01%	717
2023 Q1	–	Sell	-970	Closed	-$48.3K	–	635
2022 Q4	$48.3K	Buy	+970	New	+$48K	0.02%	307
2020 Q4	$751K	Buy	+13,615	New	+$748K	0.38%	74

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 580 shares — an estimated $30K sold.

Coppell Advisory Solutions first reported a position in IGSB in Q4 2020 and held it in 8 quarters. The position peaked at $751K in Q4 2020. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 580 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $30K.
Coppell Advisory Solutions first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Coppell Advisory Solutions's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $751K in Q4 2020.
942 funds tracked by Wall St. Rank held iShares 1-5 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.