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Coppell Advisory Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Coppell Advisory Solutions’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,407
Closed -$2.25M – 292
2025
Q4 		$2.25M Buy
20,407
+5,706
+39% +$629K 0.22% 95
2025
Q3 		$1.62M Sell
14,701
-10,432
-42% -$1.15M 0.17% 129
2025
Q2 		$2.78M Buy
25,133
+23,409
+1,358% +$2.58M 0.33% 59
2025
Q1 		$205K Sell
1,724
-22,662
-93% -$2.5M 0.03% 315
2024
Q4 		$2.68M Sell
24,386
-1,768
-7% -$195K 0.38% 53
2024
Q3 		$2.89M Sell
26,154
-5,311
-17% -$586K 0.43% 50
2024
Q2 		$3.48M Buy
+31,465
New +$3.47M 0.57% 30
2023
Q4 		$7.78M Buy
70,599
+69,496
+6,301% +$7.66M 1.55% 9
2023
Q3 		$121K Sell
1,103
-2,318
-68% -$256K 0.04% 200
2023
Q2 		$378K Sell
3,421
-9,011
-72% -$993K 0.11% 135
2023
Q1 		$1.37M Buy
12,432
+11,329
+1,027% +$1.25M 0.45% 56
2022
Q4 		$121K Buy
+1,103
New +$121K 0.04% 203

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions's SHV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2026, closing a stake of 20,407 shares — an estimated $2.25M sold.

Coppell Advisory Solutions first reported a position in SHV in Q4 2022 and held it in 12 quarters. The position peaked at $7.78M in Q4 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 20,407 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.25M.
  • Coppell Advisory Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $7.78M in Q4 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.