Coppell Advisory Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,851	Closed	-$87.7K	–	1917
2024 Q2	$87.7K	Buy	+1,851	New	+$87.3K	0.01%	387
2023 Q4	–	Sell	-22,531	Closed	-$1.05M	–	1811
2023 Q3	$1.05M	Buy	22,531 +22,295	+9,447%	+$1.04M	0.36%	71
2023 Q2	$11K	Sell	236 -13,562	-98%	-$637K	﹤0.01%	670
2023 Q1	$649K	Sell	13,798 -8,733	-39%	-$409K	0.21%	113
2022 Q4	$1.05M	Buy	+22,531	New	+$1.04M	0.35%	74

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

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

Coppell Advisory Solutions's ISTB Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 1,851 shares — an estimated $87.7K sold.

Coppell Advisory Solutions first reported a position in ISTB in Q4 2022 and held it in 5 quarters. The position peaked at $1.05M in Q3 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

Coppell Advisory Solutions reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 1,851 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $87.7K.
Coppell Advisory Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 5 quarters.
Coppell Advisory Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $1.05M in Q3 2023.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.