Coppell Advisory Solutions’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,337
Closed -$270K 1585
2024
Q4
$270K Sell
6,337
-695
-10% -$29.9K 0.04% 233
2024
Q3
$305K Sell
7,032
-1,740
-20% -$74.4K 0.04% 216
2024
Q2
$370K Buy
+8,772
New +$369K 0.06% 184
2023
Q4
$747K Buy
+17,691
New +$730K 0.15% 130
2023
Q3
Sell
-234
Closed -$9.66K 1495
2023
Q2
$9.66K Sell
234
-7,213
-97% -$297K ﹤0.01% 696
2023
Q1
$308K Buy
+7,447
New +$308K 0.1% 154

Other funds holding SHYG

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

Coppell Advisory Solutions sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 6,337 shares — an estimated $270K sold.

Coppell Advisory Solutions first reported a position in SHYG in Q1 2023 and held it in 6 quarters. The position peaked at $747K in Q4 2023. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,337 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $270K.
  • Coppell Advisory Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Coppell Advisory Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $747K in Q4 2023.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.