Coppell Advisory Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23	Closed	-$2.43K	–	1667
2024 Q4	$2.43K	Hold	23	–	–	﹤0.01%	1502
2024 Q3	$2.44K	Hold	23	–	–	﹤0.01%	1410
2024 Q2	$2.4K	Buy	+23	New	+$2.4K	﹤0.01%	1356
2023 Q4	$3.58K	Buy	34 +27	+386%	+$2.81K	﹤0.01%	1181
2023 Q3	$730	Hold	7	–	–	﹤0.01%	968
2023 Q2	$728	Buy	+7	New	+$729	﹤0.01%	1191
2023 Q1	–	Sell	-7	Closed	-$730	–	957
2022 Q4	$730	Buy	+7	New	+$725	﹤0.01%	971

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Coppell Advisory Solutions sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 23 shares — an estimated $2.43K sold.

Coppell Advisory Solutions first reported a position in SUB in Q4 2022 and held it in 7 quarters. The position peaked at $3.58K in Q4 2023. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 23 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $2.43K.
Coppell Advisory Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares Short-Term National Muni Bond ETF position peaked at $3.58K in Q4 2023.
836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

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