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 Q2	$3.94M	Buy	+13,593	New	+$1.5M	0.33%	59
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions's SHV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 13,593 shares worth $3.94M. The stake represents 0.33% of the portfolio and ranks #59 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SHV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SHV in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.78M in Q4 2023. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Coppell Advisory Solutions held 13,593 shares of iShares 0-1 Year Treasury Bond ETF worth $3.94M as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.33% of Coppell Advisory Solutions's portfolio in Q2 2026, its #59 holding.
Coppell Advisory Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Coppell Advisory Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $7.78M in Q4 2023.
723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.