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Coppell Advisory Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Coppell Advisory Solutions’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,120
Closed -$107K – 1791
2024
Q4 		$107K Sell
2,120
-108
-5% -$5.53K 0.01% 404
2024
Q3 		$117K Sell
2,228
-208
-9% -$10.7K 0.02% 366
2024
Q2 		$122K Buy
+2,436
New +$122K 0.02% 341
2023
Q4 		$99.5K Buy
+1,942
New +$94.8K 0.02% 366

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 2,120 shares — an estimated $107K sold.

Coppell Advisory Solutions first reported a position in USIG in Q4 2023 and held it in 4 quarters. The position peaked at $122K in Q2 2024. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,120 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $107K.
  • Coppell Advisory Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $122K in Q2 2024.
  • 423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

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