Coppell Advisory Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,239	Closed	-$268K	–	294
2025 Q4	$268K	Hold	3,239	–	–	0.03%	347
2025 Q3	$269K	Buy	3,239 +313	+11%	+$25.9K	0.03%	343
2025 Q2	$242K	Sell	2,926 -15,639	-84%	-$1.29M	0.03%	325
2025 Q1	$1.78M	Buy	18,565 +7,610	+69%	+$626K	0.25%	96
2024 Q4	$898K	Buy	10,955 +8,211	+299%	+$675K	0.13%	130
2024 Q3	$228K	Sell	2,744 -21	-0.8%	-$1.73K	0.03%	260
2024 Q2	$226K	Buy	+2,765	New	+$225K	0.04%	237
2023 Q4	$371K	Buy	4,524 +4,150	+1,110%	+$337K	0.07%	181
2023 Q3	$30.3K	Sell	374 -1,993	-84%	-$161K	0.01%	428
2023 Q2	$192K	Buy	+2,367	New	+$194K	0.05%	194
2023 Q1	–	Sell	-374	Closed	-$30.3K	–	917
2022 Q4	$30.3K	Buy	+374	New	+$30.3K	0.01%	431
2020 Q4	$633K	Buy	+7,328	New	+$633K	0.32%	82

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 3,239 shares — an estimated $268K sold.

Coppell Advisory Solutions first reported a position in SHY in Q4 2020 and held it in 12 quarters. The position peaked at $1.78M in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,239 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $268K.
Coppell Advisory Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $1.78M in Q1 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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