Coppell Advisory Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-85	Closed	-$4.22K	–	1603
2024 Q4	$4.22K	Hold	85	–	–	﹤0.01%	1366
2024 Q3	$4.29K	Hold	85	–	–	﹤0.01%	1287
2024 Q2	$4.19K	Buy	+85	New	+$4.17K	﹤0.01%	1233
2023 Q4	$4.18K	Sell	85 -70	-45%	-$3.38K	﹤0.01%	1138
2023 Q3	$7.42K	Buy	+155	New	+$7.46K	﹤0.01%	654
2023 Q1	–	Sell	-155	Closed	-$7.42K	–	928
2022 Q4	$7.42K	Buy	+155	New	+$7.38K	﹤0.01%	660

Other funds holding SLQD

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 85 shares — an estimated $4.22K sold.

Coppell Advisory Solutions first reported a position in SLQD in Q4 2022 and held it in 6 quarters. The position peaked at $7.42K in Q3 2023. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 85 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $4.22K.
Coppell Advisory Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7.42K in Q3 2023.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

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