Coppell Advisory Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-530	Closed	-$19.5K	–	1792
2024 Q4	$19.5K	Sell	530 -106	-17%	-$3.94K	﹤0.01%	896
2024 Q3	$24K	Sell	636 -28	-4%	-$1.03K	﹤0.01%	789
2024 Q2	$24.1K	Buy	+664	New	+$24K	﹤0.01%	708
2023 Q4	$17K	Buy	467 +98	+27%	+$3.44K	﹤0.01%	789
2023 Q3	$12.7K	Sell	369 -2,900	-89%	-$102K	﹤0.01%	574
2023 Q2	$115K	Buy	+3,269	New	+$115K	0.03%	248
2023 Q1	–	Sell	-369	Closed	-$12.7K	–	1036
2022 Q4	$12.7K	Buy	+369	New	+$12.8K	﹤0.01%	576

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Coppell Advisory Solutions sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 530 shares — an estimated $19.5K sold.

Coppell Advisory Solutions first reported a position in USHY in Q4 2022 and held it in 7 quarters. The position peaked at $115K in Q2 2023. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 530 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $19.5K.
Coppell Advisory Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $115K in Q2 2023.
559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

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